Intel, Qualcomm and Google are cutting off business with Huawei

It seems that USA-China trade war has really started now: America was the land of free trade … precisely until it is not anymore.

https://www.androidauthority.com/intel-qualcomm-huawei-988011/

Intel, Qualcomm, Broadcom, and Xilinx have reportedly moved to stop supplying Huawei. Google has also suspended business with Huawei in the wake of the ban.

https://techcrunch.com/2019/05/20/several-chip-companies-including-qualcomm-and-intel-have-reportedly-stopped-supplying-huawei-after-blacklist/

According to Bloomberg, semiconductor companies Intel, Qualcomm, Xilinx and Broadcom will no longer supply Huawei until further notice. Another report says that Google has suspended some trade with Huawei, leaving it with access only to the open-source version of Android.

https://techcrunch.com/2019/05/20/huawei-responds-android/

https://www.scmp.com/tech/big-tech/article/3010986/heres-what-you-need-know-about-us-restrictions-huawei-and-entity-list

I am a bit worried because I am just posting with a smart phone made by Huawei.

291 Comments

  1. Tomi Engdahl says:

    Can China’s fledgling semiconductor industry rescue Huawei from tighter US tech sanctions?
    https://www.scmp.com/tech/big-tech/article/3090433/can-chinas-fledging-semiconductor-industry-rescue-huawei-tighter-us

    Huawei has stockpiled enough 5G base station chips to last until the first half of 2021
    SMIC announced a plan last month to raise US$2.8 billion via a secondary offering on the Shanghai Stock Exchange to fund new projects

    Despite recent moves to achieve greater self-sufficiency in strategic areas of technology, semiconductor design and production remains a complex business, requiring decades of research and development to advance. Meanwhile, the US just turned up the heat.
    Last month Washington expanded its sanctions against Huawei Technologies by requiring foreign chip makers that use US technology to apply for a license to sell chips
    to the Chinese telecoms champion. That vastly expanded Washington’s reach by bringing the world’s biggest contract chip maker and key Huawei supplier Taiwan Semiconductor Manufacturing Co (TSMC) under its remit.

    With the US effectively shutting the door on foreign chip suppliers that employ US technology to design or produce semiconductors for Huawei, can domestic Chinese firms step in and meet its needs?

    “Huawei has no domestic substitutes for chipmaking in the short term,” said a Shanghai-based economist and an industry observer, requesting anonymity due to the sensitive nature of the discussion. “It would take not only money but require joint efforts of generations of engineers and scientists slogging away at basic scientific research to make progress in the semiconductor sector.”

    Reply
  2. Tomi Engdahl says:

    Huawei data flows under fire in German court case
    https://www.politico.eu/article/huawei-germany-court-case-privacy/
    A former manager sued the Chinese firm for breaching GDPR, opening a
    Pandora’s box on data flowing to China. A little-noticed case at the
    German court in Dsseldorf could spell trouble for Huawei’s global
    operations.

    Reply
  3. Tomi Engdahl says:

    FCC formally declares Huawei, ZTE ‘national security threats’
    https://tcrn.ch/38dKHfX

    The Federal Communication Commission has declared Chinese telecom giants Huawei and ZTE “national security threats,” a move that will formally ban U.S. telecom companies from using federal funds to buy and install Huawei and ZTE equipment.

    FCC chairman Ajit Pai said that the “weight of evidence” supported the decision. Federal agencies and lawmakers have long claimed that because the tech giants are subject to Chinese law, they could be obligated to “cooperate with the country’s intelligence services,” Pai said. Huawei and ZTE have repeatedly rejected these claims.

    Reply
  4. Tomi Engdahl says:

    Did a Chinese Hack Kill Canada’s Greatest Tech Company?
    https://www.bloomberg.com/news/features/2020-07-01/did-china-steal-canada-s-edge-in-5g-from-nortel
    Nortel was once a world leader in wireless technology. Then came a
    hack and the rise of Huawei.

    Reply
  5. Tomi Engdahl says:

    Chinese Companies Huawei and ZTE Declared National Security Threats by FCC
    https://www.securityweek.com/chinese-companies-huawei-and-zte-declared-national-security-threats-fcc

    The U.S. Federal Communications Commission (FCC) on Tuesday designated Chinese telecommunications companies Huawei and ZTE as national security threats.

    In response to the announcement, China asked the U.S. to stop “oppressing Chinese companies,” accusing Washington of “abusing state power” and claiming that there was no evidence of wrongdoing.

    The FCC said the move is part of efforts to protect the country’s communications networks from security risks. The action targets Huawei and ZTE, along with their affiliates, parents and subsidiaries.

    By declaring the Chinese companies national security threats, the FCC is banning U.S. organizations from acquiring equipment or services using money from the agency’s Universal Service Fund.

    The FCC decided in November 2019 that it would ban the use of its funds to purchase services or equipment from companies that pose a threat to national security, specifically to communication networks and the telecoms supply chain.

    Huawei and ZTE are now covered by the rule, with the FCC arguing that they have “substantial ties to the Chinese government,” they are required by Chinese laws to assist espionage operations, and their equipment is affected by vulnerabilities.

    China: US ‘Oppressing Chinese Companies’ in New Huawei Move
    https://www.securityweek.com/china-us-oppressing-chinese-companies-new-huawei-move

    China on Wednesday demanded Washington stop “oppressing Chinese companies” after U.S. regulators declared telecom equipment suppliers Huawei and ZTE to be national security threats

    Reply
  6. Tomi Engdahl says:

    How much trouble is Huawei in?
    https://edition.cnn.com/2020/07/04/tech/huawei-5g-india-europe-intl-hnk/index.html

    Fresh US sanctions have cut off the Chinese tech company’s access to vital American technology to a greater extent than ever before. Countries and mobile network operators around the world are now questioning whether Huawei will be able to deliver on its 5G promises. And rising anti-China sentiment in India and elsewhere is not helping matters.

    US Secretary of State Mike Pompeo declared last month that “the tide is turning against Huawei as citizens around the world are waking up to the danger of the Chinese Communist Party’s surveillance state.”
    Those remarks were “a bit pre-emptive,”

    Pompeo lauded countries such as the Czech Republic, Poland and Estonia for “only allowing trusted vendors in their 5G networks.”

    European countries and mobile carriers are now worried that Huawei won’t be able to provide 5G infrastructure as promised given the “massive hit to their business” from the new US export controls, she said.

    Even after reporting a strong finish to 2019, however, Huawei warned that 2020 would be “difficult.”
    That would prove to be all too true.

    “Based on the current direct export rule that the US put on, I really think that Huawei’s 5G equipment business is in grave danger,” Jefferies analyst Edison Lee said on a recent call with investors.

    On Saturday, the UK-based Telegraph newspaper reported that Prime Minister Boris Johnson is poised to begin phasing out Huawei 5G tech in Britain “as soon as this year,” walking back a decision that granted Huawei a limited role in building that network.

    Huawei said earlier this year that it has secured 91 commercial 5G contracts, more than half (47) are in Europe, 27 are in Asia and 17 are elsewhere in the world.

    Critics also say Beijing could force Huawei to spy on other nations. Huawei says that has never happened and if it did, the company would refuse such orders.

    The coronavirus pandemic has only strained relations further. Some countries, such as the United States, have blamed China for the outbreak

    Reply
  7. Tomi Engdahl says:

    France won’t ban Huawei, but encouraging 5G telcos to avoid it: report
    https://www.reuters.com/article/us-france-huawei-5g/france-wont-ban-huawei-but-encouraging-5g-telcos-to-avoid-it-report-idUSKBN2460TT
    The head of the French cybersecurity agency ANSSI said there would not
    be a total ban on using equipment from Huawei in the rollout of the
    French 5G telecoms network, but that it was pushing French telcos to
    avoid switching to the Chinese company.

    Reply
  8. Tomi Engdahl says:

    GCHQ’s cyber arm report on Huawei said to be burning hole through
    UK.gov desks
    https://www.theregister.com/2020/07/08/huawei_ncsc_report_trade_war_uk_ban_roundup/
    Britain is all a-tizzy about Huawei again as talk swirls over the
    imminent release of an unofficial report into the Chinese companys
    influence over prominent Britons and a ban on its telco equipment..
    The Daily Mail reported at length the claims of former MI6 spy
    Christopher Steele that China had used current tensions over Huawei
    equipment in phone networks as a means of recruiting “useful idiots”.
    The firm denied this, describing Steeles dossier as having “no basis
    in fact”.. Also https://www.theregister.com/2020/07/08/huawei_uk_govt/

    Reply
  9. Tomi Engdahl says:

    US government may finalize ban on federal contractors using equipment from Huawei this week
    https://tcrn.ch/3gMiC26

    The Trump administration is set to finalize regulations this week that ban the United States government from working with contractors who use technology from five Chinese companies: Huawei, ZTE, Hikvision, Dahua and Hytera Communications, according to a Reuters report.

    The ban was first introduced as a provision in the 2019 National Defense Authorization Act that prevents government agencies from signing contracts with companies that use equipment, services and systems from Huawei, ZTE, Hytera, Hikvision and Dahua, or any of their subsidiaries and affiliates, citing national security concerns.

    Contractors were given until August 13, 2020 to comply, but immediately began voicing concerns over the ambiguity of the law.

    Another challenge for federal contractors is that the companies on the blacklist are global market leaders in their respective categories, making it harder to find alternatives. For example, Huawei and ZTE are two of the largest telecom equipment providers in the world; Dahua and Hikvision are two of the biggest providers of surveillance equipment and cameras; and Hytera is a market leader for two-way radios.

    Reply
  10. Tomi Engdahl says:

    https://theprint.in/world/us-is-beginning-to-win-its-war-against-huawei-as-europe-joins-forces-against-china/457107/

    London/Paris: Huawei Technologies Co. has gone from a crucial component of U.K. and French mobile networks to potential outcast, after resistance and compromises began to give way to a relentless White House campaign.

    Both countries indicated this week that they’re taking steps to reduce their reliance on the Chinese company — with the U.K. considering a phase out of Huawei’s role set to begin as soon as this year and French cybersecurity agency Anssi imposing a waiver system that’s likely to severely limit its use.

    Reply
  11. Tomi Engdahl says:

    Huawei 5G kit must be removed from UK by 2027
    https://bbc.in/32hSzw4

    The UK’s mobile providers are being banned from buying new Huawei 5G equipment after 31 December, and they must also remove all the Chinese firm’s 5G kit from their networks by 2027.

    Mr Dowden said the move would delay the country’s 5G rollout by a year.

    It follows sanctions imposed by Washington, which claims the firm poses a national security threat – something Huawei denies.

    Because the US sanctions only affect future equipment, the government does not believe there is a security justification for removing 2G, 3G and 4G equipment supplied by Huawei.

    Huawei said the move was: “bad news for anyone in the UK with a mobile phone” and threatened to “move Britain into the digital slow lane, push up bills and deepen the digital divide”.

    The government wants operators to “transition away” from purchasing new Huawei equipment for use in the full-fibre network.

    Mr Dowden said he expected this to happen within two years.

    Reply
  12. Tomi Engdahl says:

    Vodafone and BT say they would need at least five years to completely remove the Chinese firm’s equipment without causing disruption

    Phones could stop working for ‘days’ if rapid Huawei ban goes ahead, networks warn
    https://www.independent.co.uk/life-style/gadgets-and-tech/news/huawei-ban-phone-stop-working-vodafone-bt-a9610676.html?utm_medium=Social&utm_source=Facebook#Echobox=1594475020

    Removing equipment would also cost the companies billions of pounds

    Phone signals may cut out for days if networks are forced to remove Huawei equipment, executives from operators informed Members of Parliament.

    Representatives from Vodafone and BT told the Science and Technology Select Committee they would need at least five years to completely remove the Chinese firm’s equipment without causing disruption.

    Reply
  13. Tomi Engdahl says:

    Huawei posts revenue growth in H1 despite sanctions and pandemic
    https://tcrn.ch/2Zpc4kb

    Huawei reported a 13.1% year-over-year revenue growth in the first half of 2020, even if countries around the world continued to weigh up bans on its equipment and smartphone sales shrink amid the pandemic, the telecom giant said in a brief on Monday.

    Reply
  14. Tomi Engdahl says:

    Huawei: UK prepares to change course on 5G kit supplier
    https://www.bbc.co.uk/news/technology-53398487

    Six months after agreeing it could have a limited role, ministers look set to exclude the Chinese company, with no new equipment installed from next year.

    The move is in part a result of pressure from Washington.

    US officials have claimed China could use the firm as a gateway to “spy, steal or attack” the UK – Huawei denies this and its founder has said he would rather shut the company down than do anything to damage its clients.

    But the decision will be as much about geopolitics and domestic politics as it is about technicalities.

    A long lead time for Huawei kit to be removed of seven to 10 years would leave critics unhappy but cause less disruption.

    Three to five years would placate them, but impose many more costs because of the need to rip out existing Huawei equipment, which is sometimes integrated with 4G and older equipment.

    If the telecom networks fall behind with their 5G rollout as a result, it would make it harder for the government to deliver on its promises of increasing connectivity for the country in the coming years.

    Reply
  15. Tomi Engdahl says:

    https://etn.fi/index.php/13-news/10944-britit-hylkasivat-huawein-mutta-ei-tietoturvan-takia

    Aiemmin on arvioitu, että Huaweista luopuminen aiheuttaa operaattoreille miljardiluokan kustannukset ja hidastaa 5G-verkkojen tuloa ainakin vuodella. Tämä on nyt myös NSCS:n arvio.

    NCSC:n uuden päätöksen perusteluissa esitetään arvio, joka ei lupaa mitään hyvää Huaweille. Tietoturvakeskuksen mukaan Trumpin hallinnon tavoitteena on saada aikaan saarto, joka kaataa Huawein. Mikäli FDPRA-sanktio ei tavoitteeseen yllä, amerikkalaisviranomaiset ovat NCSC:n mukaan valmiita nopeasti muokkaamaan rajoituksia ja sanktioita, jotta USA pääsee tavoitteeseensa Huawein suhteen.

    Huawei, 5G, and new US sanctions: round-up of NCSC publications
    https://www.ncsc.gov.uk/information/5g-and-us-sanctions-round-up

    A round-up of publications that explain changes to the NCSC’s advice on ‘managing High Risk Vendors within UK telecommunications networks’.

    Reply
  16. Tomi Engdahl says:

    China’s ambassador to the UK said: “It has become questionable whether the UK can provide an open, fair and non-discriminatory business environment for companies from other countries.”

    Huawei: China attacks UK’s ‘groundless’ ban of 5G kit
    https://bbc.in/3j4uBuc

    The Chinese government has said it is “strongly opposed” to the UK’s “groundless” ban of Huawei’s 5G kit.

    Reply
  17. Tomi Engdahl says:

    China May Retaliate Against Nokia and Ericsson If EU Countries Move to Ban Huawei
    https://www.wsj.com/articles/china-may-retaliate-against-nokia-and-ericsson-if-eu-countries-move-to-ban-huawei-11595250557

    Beijing is considering retaliating against the Chinese operations of two major European telecommunication-equipment manufacturers, Nokia Corp. and Ericsson AB, should European Union members follow the lead of the U.S. and U.K. in barring China’s Huawei Technologies Co. from 5G networks, according to people familiar with the matter.
    Chinese Commerce Ministry weighs export controls on Nokia and Ericsson China-made products

    Reply
  18. Tomi Engdahl says:

    Huawei won’t get any more TSMC chips after September
    Another nail in the coffin?
    https://www.techspot.com/news/86047-huawei-wont-get-any-more-tsmc-chips-after.html

    American legislation against Huawei has spread from locking the company out of the US to cutting it off from new advancements altogether. A recently enacted law will require any company that uses American tools or designs to apply for a license to sell to Huawei, which appears to extend to multinational TSMC. The Taiwanese manufacturer previously constructed the majority of the processors and cellular equipment used in Huawei devices.

    TSMC chairman Mark Liu announced at an investor’s conference that TSMC is complying with new US legislation, and did not take any new orders from Huawei after May 15. Their final shipment to Huawei will have been completed by September 14. He didn’t say if TSMC will apply for a license, but did indicate that they’ve already secured customers for Huawei’s previously reserved portion of production capacity.

    TSMC does not expect the new legislature to inflict them much harm. Development into 7nm, 5nm, and 3nm technologies has yielded multitudes of eager new customers. AMD and Nvidia will utilize TSMC for large batches of upcoming products. Apple is also reportedly interested in partnering with TSMC to manufacture upcoming ARM products for Mac.

    Reply
  19. Tomi Engdahl says:

    Pakotteiden puristama Huawei yrittää temppua, mihin Nokia kaatui: “Meille ainoa keino onnistua” https://www.is.fi/digitoday/art-2000006594732.html

    Reply
  20. Tomi Engdahl says:

    Huawei syrjäytti Samsungin älypuhelinmyynnin ykkösenä –”Ei olisi tapahtunut ilman koronaa” https://www.is.fi/digitoday/mobiili/art-2000006586182.html

    Reply
  21. Tomi Engdahl says:

    Puhelin 200 eurolla – Honor 9X Litessa on Googlen palvelut, mutta yksi seikka arveluttaa https://www.is.fi/digitoday/testit/art-2000006553828.html

    Nyt myös Honor sinnittelee ilman Googlea – ”Emme yritä piilotella tätä” https://www.is.fi/digitoday/mobiili/art-2000006565446.html

    Reply
  22. Tomi Engdahl says:

    Huawei Ends Production Of Kirin Smartphone Microchips As US Sanctions Capsize Supply Chain
    https://www.zerohedge.com/economics/huaweis-supply-vital-smartphone-chips-dries-us-sanctions-capsize-supply-chain

    Back in May, we reported how TSMC, one of the biggest contract chipmakers in Asia, and a critical component of China’s high-tech supply chain, would be forced to cut off supplies of US-designed microchips used in Huawei smartphones. That, in turn, would create serious problems for the company as it seeks to supplant Samsung as the world’s largest seller of smartphones.
    More than three months later, the situation hasn’t changed much: The full force of the newest restrictions out of the US are starting to bite, and on Friday, Yu Chengdong, CEO of Huawei’s consumer business, confirmed to an industry conference that Huawei’s new high-end Mate40 handsets, set to debut this fall, will be the last smartphones featuring the company’s most advanced processor (Huawei has had plenty of time to stockpile components).

    the death of Huawei’s Kirin9000 chipsets, manufactured for the company by TSMC, appear to already creating new constraints for Huawei’s 2020 and 2021 smartphone shipments.

    Since winding up on the Commerce Department’s trade ‘blacklist’, Huawei has invested heavily in R&D. But no matter how fast it innovates, the company still can’t escape the reality of a globally diversified supply chain illustrated in the chart

    Huawei has still managed to eclipse Samsung in terms of sales, but it is still overwhelmingly dependent on the Chinese market.

    “Strength in China alone will not be enough to sustain Huawei at the top once the global economy starts to recover,”

    Reply
  23. Tomi Engdahl says:

    Huawei’s 24-Core 7nm Kunpeng CPU Allegedly Beats Core i9-9900K In Multi-Core Performance
    https://www.tomshardware.com/news/huaweis-24-core-7nm-kunpeng-920-cpu-allegedly-outmatches-core-i9-9900k-in-multi-core-performance

    Chinese news outlet IThome received word that Huawei is on the brink if launching the brand’s new desktop PC (internally known as Pangu) for the domestic market. The system utilizes a variant of the company’s Kunpeng 920, which is also known as the Hi1620. The report claims that the Kunpeng 920 3211K’s multi-core performance is slightly better than the Intel Core i9-9900K Coffee Lake processor.

    The Kunpeng 920, which is based on Arm’s Neoverse N1 (codename Ares) microarchitecture, boasts core configurations that span from 24 up to 64 cores, running between 2.4 GHz and 3 GHz. TSMC used to produce Kunpeng 920 for Huawei on its 7nm process node before cutting off all ties with Chinese tech giant due to new U.S. regulations.

    The Kunpeng 920 3211K in particular has 24 cores that max out at 2.6 GHz. Huawei pairs the processor with 8GB of SO-DIMM memory, a 512GB Samsung SSD and AMD’s Radeon 520 mobile graphics card.

    Huawei tailors the Pangu to government and enterprise markets, meaning the system is equipped with China’s homemade Unified Operating System (UOS).

    Reply
  24. Tomi Engdahl says:

    Huawei Ends Production Of Kirin Smartphone Microchips As US Sanctions Capsize Supply Chain
    https://www.zerohedge.com/economics/huaweis-supply-vital-smartphone-chips-dries-us-sanctions-capsize-supply-chain

    Back in May, we reported how TSMC, one of the biggest contract chipmakers in Asia, and a critical component of China’s high-tech supply chain, would be forced to cut off supplies of US-designed microchips used in Huawei smartphones. That, in turn, would create serious problems for the company as it seeks to supplant Samsung as the world’s largest seller of smartphones.

    More than three months later, the situation hasn’t changed much: The full force of the newest restrictions out of the US are starting to bite, and on Friday, Yu Chengdong, CEO of Huawei’s consumer business, confirmed to an industry conference that Huawei’s new high-end Mate40 handsets, set to debut this fall, will be the last smartphones featuring the company’s most advanced processor (Huawei has had plenty of time to stockpile components).

    Reply
  25. Tomi Engdahl says:

    Huawei semiconductor project to start from the root – 45nm process in sight #huawei #semiconductorproject #tashanproject
    https://www.gizchina.com/2020/08/12/huawei-semiconductor-project-to-start-from-the-root-45nm-process-in-sight/

    Reply
  26. Tomi Engdahl says:

    Yhdysvallat on sallinut Googlen tarjota suoraan Huawein Android-puhelimille päivityksiä väliaikaisella lisenssillä. Nyt väliaikainen lisenssi on umpeutunut.

    Washington Post uutisoi, että Googlen ja Huawein väliaikainen lisenssi vanheni 13. elokuuta. Tämä tarkoittaa sitä, ettei Google voi tarjota päivityksiä suoraan Huawei-puhelimille.

    Väliaikaisen lisenssin umpeutumisen vaikutukset eivät ole vielä täysin selvät

    Saattaa olla, että Huawei pystyy vielä tuomaan päivityksiä Android-puhelimiinsa, mutta Googlen puolelta ei niihin ole mitään tukea tiedossa. Pahimmillaan onkin mahdollista, että puhelimilla ilmenee ongelmia, joita ei pystytä ratkaisemaan Googlen kädet ollessa sidotut.

    https://www.iltalehti.fi/digiuutiset/a/1238dccb-cbe1-4a36-b32a-830cb50ba35c

    Reply
  27. Tomi Engdahl says:

    Huawei’s temporary general license has expired, possibly jeopardizing Google apps on older models

    Huawei’s temporary general license has expired, and that could spell trouble for its older Android phones
    https://www.xda-developers.com/huawei-temporary-general-license-expired-updates-older-phones/

    Reply
  28. Tomi Engdahl says:

    Huawei ban expanded to include foreign-made chips using US tech
    https://www.zdnet.com/article/huawei-ban-expanded-to-include-foreign-made-chips-using-us-tech/
    US government says its move to restrict the Chinese tech giant from
    accessing chips made by foreign manufacturers using US technology aims
    to “impede” Huawei’s attempts to circumvent earlier controls by going
    through third parties.

    Reply
  29. Tomi Engdahl says:

    Loni Prinsloo / Bloomberg:
    Huawei is prospering in Africa as countries move toward 5G amid US-led boycott, partly due to Huawei’s work in remote areas and long-term ties with governments

    Huawei Strengthens Its Hold on Africa Despite U.S.-Led Boycott
    https://www.bloomberg.com/news/articles/2020-08-19/china-s-huawei-prospers-in-africa-even-as-europe-asia-join-trump-s-ban

    Even as Europeans and Asians join Trump’s ban, the Chinese company continues to prosper from the continent’s move toward 5G.

    Reply
  30. Tomi Engdahl says:

    MediaTek has a huge chip stock for Huawei – what happens to it now? #mediatek
    https://www.gizchina.com/2020/08/21/mediatek-has-a-huge-chip-stock-for-huawei-what-happens-to-it-now/

    The MediaTek Dimensity series has been a revelation since its inception. With the ban on Huawei, MediaTek had the opportunity of claiming huge deals from the Chinese manufacturer. However, that plan is now a bone on its throat. The latest ban from the U.S. suggests that MediaTek can not sell chips to Huawei. This is what the company has to say regarding Huawei’s ban.

    Reply
  31. Tomi Engdahl says:

    “They’re In Survival Mode” – Huawei Scrambles To Stockpile Critical 5G Chips As US Ban Takes Effect
    https://www.zerohedge.com/technology/theyre-survival-mode-huawei-scrambles-stockpile-critical-5g-chips-us-ban-takes-effect

    Since US technology and equipment is so critical to the global microchip supply chain (which is currently centered around Taiwan, China and the US), Huawei is scrambling to stockpile as many chips as it can before midnight on Sept. 14, which is when the new sanctions take effect.

    Reply
  32. Tomi Engdahl says:

    Huawei out of Indian network market

    Huaweille massiivinen takaisku: Ulos jättimarkkinoilta https://www.is.fi/digitoday/art-2000006613872.html

    Reply
  33. Tomi Engdahl says:

    Huawei in ‘survival mode’ as suppliers race to beat US deadline
    Less than three weeks remain to ship vital mobile chips under last crackdown
    https://asia.nikkei.com/Spotlight/Huawei-crackdown/Huawei-in-survival-mode-as-suppliers-race-to-beat-US-deadline

    Analysts warn that Huawei’s smartphone shipments could plunge nearly 75% if its inventories of crucial mobile chips dry up

    Huawei Technologies and its suppliers are working around the clock to beat a U.S. government deadline for shipping crucial mobile chips to the Chinese smartphone maker, part of a Washington crackdown that industry insiders say has the company fighting for survival.

    The leading Chinese smartphone maker is stockpiling 5G mobile processors, Wifi, radio frequency and display driver chips and other components from key chip developers including MediaTek, Realtek, Novatek, RichWave and others

    Reply
  34. Tomi Engdahl says:

    Adi Robertson / The Verge:
    Report: Samsung and SK Hynix plan to stop component sales to Huawei on September 15, the day US Commerce Department limits take effect — SK Hynix is also reportedly dropping Huawei — Samsung and SK Hynix will reportedly stop selling components to Huawei as the Trump administration tightens sanctions on the Chinese phone maker.

    Samsung reportedly cutting off chip sales to Huawei
    SK Hynix is also reportedly dropping Huawei
    https://www.theverge.com/2020/9/8/21427769/samsung-huawei-trump-us-sanctions-end-trade-chip-semiconductors?scrolla=5eb6d68b7fedc32c19ef33b4

    Reply
  35. Tomi Engdahl says:

    Huawei Suddenly Strikes At Google With New ‘Fight’ To Beat Android
    https://www.forbes.com/sites/zakdoffman/2020/09/06/huawei-premium-smartphone-replace-apple-iphone-samsung-galaxy-trump-ban-china/

    “The world has been suffering for a long time,” rotating Huawei chairman Guo Ping told employees during a pep talk this week, referring to the lock Google has on the Android ecosystem. And so ended the executive silence on President Trump’s latest salvo, cutting Huawei’s access to the chipsets powering its flagship smartphones. Guo admitted the new sanctions would “cause certain difficulties… especially for high-end mobile phones,” but assured employees that “I believe we can solve them.”

    Reply
  36. Tomi Engdahl says:

    Mistä joutuu luopumaan, jos valitsee pakotepuhelimen? Huawei rakentaa imperiumiaan, mutta toteutus ontuu yhä
    Kiinalaisjätin sovelluskaupassa ei ole Koronavilkkua tai verkkopankkia.
    https://yle.fi/uutiset/3-11542782?utm_source=facebook&utm_campaign=yleuutiset&utm_medium=social

    Reply
  37. Tomi Engdahl says:

    Huawein alamäki jatkuu – Lähteet: kiinalaiskumppanitkin karttavat yhtiötä
    https://www.iltalehti.fi/digiuutiset/a/9ee693c7-a4ca-4370-a591-fa6040fd22be

    Edes kiinalaiset siruvalmistajat eivät halua tehdä yhteistyötä Huawein kanssa, alan sisäpiirin lähteet väittävät Digitimesille.

    China chipmakers suspend shipments to Huawei
    https://www.digitimes.com/news/a20200916PD210.html

    Reply
  38. Tomi Engdahl says:

    US woos Taiwan and its chipmakers in step toward trade pact
    Washington seeks stronger ties in push to decouple supply chains from China
    https://asia.nikkei.com/Politics/International-relations/US-China-tensions/US-woos-Taiwan-and-its-chipmakers-in-step-toward-trade-pact

    As tensions between the U.S. and China escalate, Washington has stepped up economic dialogue with Taiwan with an eye on the island’s extensive semiconductor industry.

    Keith Krach, undersecretary of state for economic growth, energy and the environment, met Friday with several senior Taiwanese officials, including Premier Su Tseng-chang and Economic Minister Wang Mei-hua. Krach arrived in Taiwan the day before over strong objections from Beijing.

    The latest meetings are characterized as an exchange of views but will serve as the foundation for a new bilateral economic dialogue. The Taiwanese side apparently communicated strong interest in signing a free trade agreement with the U.S.

    Reply
  39. Tomi Engdahl says:

    Qualcomm seeking to shift orders from SMIC, says report
    https://www.digitimes.com/news/a20200921VL200.html

    Executives at Qualcomm have paid visits to Taiwan-based pure-play foundries for the purpose of securing capacity support if deliveries from China’s Semiconductor Manufacturing International (SMIC) are affected by US trade sanctions, according to a report by Taiwan’s TechNews.

    Qualcomm is among SMIC’s top-3 clients, accounting for about 13% of the foundry’s total wafer revenue, the report quoted industry sources as saying. Qualcomm has contracted SMIC to fabricate power management chips using 0.18-micron process technology, and handset application processors and SoCs using 28nm and 14nm processes.

    Taiwan’s foundries including TSMC, United Microelectronics (UMC) and Vanguard International Semiconductor (VIS) are all being approached by Qualcomm’s executives for the potential orders shift, the report indicated.

    Reply
  40. Tomi Engdahl says:

    Huawei says it has enough chips for equipment businesses but not for its smartphones
    https://www.scmp.com/tech/e-commerce/article/3102656/huawei-says-it-has-enough-chips-equipment-businesses-not-its

    Huawei is still evaluating impact of US action on its chip supplies after logging last addition to inventory in September
    Huawei, which recently became world’s biggest smartphone maker, has been a major casualty of US-China tensions

    Huawei Has Sufficient Inventory of Communications Equipment
    https://www.bloomberg.com/news/articles/2020-09-23/huawei-has-sufficient-inventory-of-communications-equipment

    Huawei Technologies Co., the telecom giant at the center of U.S.-China tensions, said it has “sufficient” inventory for its communications equipment business while it seeks out supplies of smartphone chips that have been cut off by a Trump administration ban.

    The company has enough supplies to keep its enterprise and carrier units afloat and it’s developing new consumer devices to offset the hit to its smartphone business, Guo Ping, Huawei’s rotating chairman, told reporters in Shanghai on Wednesday. It’s still evaluating the impact of the U.S. blacklist, which has greatly limited American suppliers’ businesses, Guo added, saying Huawei is still willing to buy from those firms.

    A White House ban on companies providing American technology to Huawei came into effect last week, cutting off the foreign-made semiconductors, software and other materials that are key to powering its mobile phones and 5G base stations. While suppliers including Qualcomm Inc. have applied for licenses to continue shipping to the Chinese company, it’s unclear whether the U.S. Commerce Department will issue the permits necessary. The company has been a key target in the U.S. campaign against China’s tech ascendancy, which President Donald Trump has been ratcheting up as the November elections approach.

    “The U.S. ban brings tremendous trouble in operation and production,” Guo said. Huawei will provide full support to its supply chain, including in areas like talent, technology and standards, to help navigate the current restrictions, he added.

    Huawei is also under siege elsewhere. Japan and Australia have joined in the U.S.-led boycott, while the U.K. will prohibit its telecom operators from buying the company’s equipment starting next year.

    Reply
  41. Tomi Engdahl says:

    Huawei R&D Lab Catches Fire in Dongguan, China
    https://gizmodo.com/huawei-r-d-lab-catches-fire-in-dongguan-china-1845177778

    Huawei’s research and development lab in the city of Dongguan, China is on fire, with large clouds of gray smoke billowing from the building, according to multiple videos posted to social media and the state news outlet Global Times. It’s not clear what caused the blaze, but firefighters are on the scene, according to China’s Sixth Tone news outlet, and there have been no reports of casualties.

    Reply
  42. Tomi Engdahl says:

    It seems that once you get big enough and hit number one smart phone spot, you will sooner or later hit the “burning platform” moment as the company.

    Nokia had Elop’s “burning platform” memo and business crash.
    Now Huawei has met disasterous Trump’s export ban memo and burning laboratories. Soon we have a new number one.

    https://www.cnbc.com/2020/07/30/huawei-overtakes-samsung-to-be-no-1-smartphone-maker-thanks-to-china.html

    Reply
  43. Tomi Engdahl says:

    https://etn.fi/index.php/13-news/11204-huawei-pystyy-toimittamaan-vain-8-8-miljoonaa-mate-40-puhelinta

    Huawei on pian julkistamassa uusinta lippulaivamalliaan eli Mate 40 -puhelinta. Kiinalaistietojen mukaan yhtiö pystyy tuomaan markkinoille 8,8 miljoonaa Mate 40 -laitetta. Sitä enemmän yhtiöllä ei ole käytettävissään Kirin 9000 -piirejä.

    Ongelma liittyvät tietenkin siihen, että TSMC lopetti piirien valmistuksen Huaweille

    Reply

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