Huawei has been limping for years with limited access to US chips and technology as both the Trump and Biden administrations have banned general exports to the company. . Huawei doesn’t consider U.S. chips zero, but the restrictions have been adjusted many times since the initial ban in 2019, requiring government approval for all sales. The Trump administration has imposed even tighter restrictions on Huawei, with the FT saying the US is moving toward a “total ban” on sales to Chinese tech companies.
Like all technology companies, Huawei purchases components from various suppliers to manufacture network equipment and smartphones. A lot of manufacturing is done in China, but there aren’t many CPU options. US companies Qualcomm and Intel have also kept Huawei alive with limited export licenses granted by the government. Intel’s chips mean the company can still build servers, and while exports of 5G tech have been banned, Qualcomm has done its best to make a special version of his 4G-only version of his latest SoC. I did my best.
The US tried to strike a balance between hurting Huawei without hurting the US suppliers who make Huawei its customers, so the decision was made to allow sales instead of the latest technology. , always under the ambiguous moniker of ‘5G’, but now even that has been cut off. “U.S. authorities are creating a new formal policy to refuse shipments of items to Huawei, including items below the 5G level, including 4G items, Wifi 6 and 7, artificial intelligence, high performance computing and cloud items. That would seem to ban all sales from Intel and Qualcomm.
Technology companies aren’t happy about losing customers. The Information Technology and Innovation Foundation, a Washington, D.C. think tank that counts Qualcomm, Intel, and most of the other big tech companies among its backers, said in his press release: Banning Huawei from U.S. suppliers entirely would likely have the opposite effect. He continued, “China continues to be an important market for U.S. technology vendors, accounting for 36% of U.S. semiconductor sales in 2019. help and hurt our U.S. counterparts.”
Not granting new export licenses does not cut Huawei out immediately.US will only stop granting new So if you don’t revoke your existing license (which is possible!), Huawei can use the parts for a few more months before your existing license expires. The Financial Times, citing “an executive at a semiconductor design firm that has worked with Huawei,” said the real change would come when existing licenses expire, but “which licenses will be granted and when.” Details about Taka have not been made public, so it will be difficult to reveal.” Predict. “
