NPTN - NeoPhotonics: Assessing The Damage
NeoPhotonics (NPTN) is the latest casualty in the escalating trade-related tensions between the US and China. US regulators blacklisted the optical component manufacturer’s largest customer, Huawei, earlier this month. While some may see this as a short-term hiccup for NeoPhotonics, I believe that this development can potentially do irreversible and permanent damage to the company over the longer run from both financial and operational standpoints.
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Assessing Risk Exposure
NeoPhotonics may be headquartered in the US but it has a fairly huge exposure to the Chinese market.