https://www.reuters.com/article/us-usa-china-zte-rivals/zte-woes-may-boost-network-rivals-ericsson-and-nokia-idUSKBN1HQ1YK

Investors are warming to beleaguered mobile network makers Ericsson and Nokia as they begin to recover ahead of a once-a-decade uplift from a new business cycle and an unexpected boost from a U.S. ban on exports to low-cost Chinese rival ZTE.