ARM cuts ties with Huawei, threatening future chip designs

Larry Kudlow says Huawei will remain on the entity list. But the question is, if a ban has lost its effect as a ban, could it still be called a ban?

Being on the list itself is nothing in itself. The real question is who will be allowed to continue to sell to Huawei. If All US Huawei suppliers are allowed to continue supply Huawei, then being on the list is just that, a name on a list and it means nothing.

If certain companies are going to be allowed while others are not, what will be the distinguishing criteria?

Phone business vs 5G? Are those companies that supply Huawei only for its phone business will be allowed?
Amount of sales? Are those companies with the most sales will be allowed?
Impact on business? Are those most reliant on sales to Huawei will be allowed?

Or will it be a combination of all considerations?

The thing is, if one company is allowed to sell to Huawei while another is not, then this will effectively give those who are allowed a huge competitive advantage over those who can't sell to Huawei. So the US Commerce Dept will basically effectively by its own hand kill off a certain group of US companies by banning their sale to Huawei while preserving others. If these companies can't sell they will be bound to challenge the Commerce Dept's decision in court.

Another issue is, the more exception you grant, the larger the hole will be. Micron and Intel were already able to exploit loopholes in the ban prior to Trump's comments at G20, just imagine how much larger the loophole will be if certain companies are given express permission to sell to Huawei. Say company A can sell to Huawei, and company B cannot, in this case can't B just sell to A and then sell to Huawei? If the components are critical Huawei could just fork out the extra costs for A to handle such things.

This is how market arbitrage works. If you widen the gap, the gap will just keep widening itself until the whole thing just collapses. It's just the natural way of things. If you have a hole in your clothes, one day it will tear itself apart. If you have a small hole in a dam, it will quickly corrode and widen until the whole dam collapses.

Who knows, the same company that sells consumer chips for phones proly also sells network infrastructure chips.

And google wouldn't dare piss off China, they still want to enter the Chinese search engine market right?

localizer said:

Who knows, the same company that sells consumer chips for phones proly also sells network infrastructure chips.

And google wouldn't dare piss off China, they still want to enter the Chinese search engine market right?

Click to expand...

When Google quit China in 2010, they thought China wouldn't survive without Google ... in fact, not only survive but Chinese search engine grew exponentially even bettr than Google in some aspects ...

Baidu.
Sogou.
SO.com.
Youdao.
Shenma.

Also Bing operating in China, no problems.

Google need to respect the laws and culture in the countries they are operating .....

AndrewS said:

But that is how a large section of US political decision makers still think. That they run the world and that everyone needs them.

They are in denial that the world has changed, and when reality does pierce through, many just get angry and lash out.

Click to expand...

There's a feature running on Youtube that entertains the question of how the U.S. would fair in a war against the rest of the world.

Well, at the end of the discussion, the host had come to the conclusion that the U.S. will win but with a huge economic cost.

I mean the hubris of it all, that there are people in the country's masses that would even entertain such an idea, let alone coming out with such a conclusion.

Imo, of course, the rest of the world would win.

Edit: I forgot to mention the hypothetical war is non-nuclear.

I was thinking in what ways was HSBC linked to the arrest. And now this has happened after a somewhat long delay.



HSBC Tells Beijing It Is Not to Blame for Huawei CFO Arrest: FT

has started a lobbying drive to convince the Chinese government that it’s not responsible for the arrest of ’s Chief Financial Officer Meng Wanzhou, the FT said, citing several people briefed on the discussions.



The bank is trying to distance itself from the diplomatic row over the Chinese telecom equipment maker, as it has stepped up engagement with Chinese officials after the arrest of Meng in December, the . Meng is under house arrest in Vancouver after being detained on a U.S. request.



HSBC has provided information that helped U.S. prosecutors build the case against Meng and Huawei in a move that has angered executives at the telecom company, the newspaper said, citing people familiar with the matter.



John Flint, HSBC’s chief executive, and other senior executives have told Chinese officials that it had little choice but to co-operate with the investigation after the U.S. Department of Justice requested information, the FT reported.

one of the weirdest SDF posts I've ever seen:

Quickie said:

There's a feature running on Youtube that entertains the question of how the U.S. would fair in a war against the rest of the world.

Well, at the end of the discussion, the host had come to the conclusion that the U.S. will win but with a huge economic cost.

I mean the hubris of it all, that there are people in the country's masses that would even entertain such an idea, let alone coming out with such a conclusion.

Imo, of course, the rest of the world would win.

Click to expand...

getting serious

SteelBird said:

Regarding Ark OS, I'm afraid you guys are too excited that you forget one big guy; the mobile OS's cartel "GOOGLE". Assume Huawei's ban is lift so Google can continue to supply its Android to Huawei, do you think Google is happy seeing Ark OS challenging its near monopoly in mobile OS position? iOS lives in its own world, so we don't care. I remember some years ago Alibaba developed its Aliyun OS and wanted to launch in some model of some hand-phone. I don't remember which one. Google threatened that if the company launch Aliyun on the mobile phone, Google will cut its Android from that company entirely. So what about Huawei's situation today? If I to stand in Google's position, I'd tell Huawei "you better keep the Ark OS in your safe, or this time not the US government but I WILL BAN YOU!"

Click to expand...

this Fall we should see if there's such thing as "Ark OS"

Jura said:

this Fall we should see if there's such thing as "Ark OS"

Click to expand...

We'll wait and see, maybe the final deadline is Spring next year.