That is actually one of Europe‘s strong suits: https://www.telecoms.com/5g-6g/nokia-finally-replaces-huawei...

Comparing national-origins of technology, plus a mention of Nokia, reminds me of this Transformers (2007) scene [0].

> "Oooh. Nokias are real nasty. You've gotta respect the Japanese. They know the way of the Samurai."

> "... Nokia's from Finland."

[0] https://www.youtube.com/watch?v=VumNpJl-IeQ

European companies (basically just Nokia and Ericsson) account for about a third of the global telecoms equipment market, or almost half if you exclude China Telecom (which is a captive market for Huawei). The only US company in the top 10 or so is Cisco.

This is one area where Europe is pretty much fine, and one where the US seems rather vulnerable; unless the tarrifs are short lived or there’s yet another carve out, US infra will suffer, especially as 6G rolls out.