Well Huawei was/still is the most vertically integrated of all the chinese electronic companies. So even though they didn't manufacture/control most of the components that they integrated, they still had great insights into the components as a integrator due to setting specs, managing integration, etc. Since Huawei was at the leading edge for its finished products having worked with many multinational industry leaders, that expertise translated over when they had to switch over to working with domestic supply chain in terms of designing and manufacturing, it wasn't entirely from scratch. Alot of these companies were probably closer to mid or lagging range in their fields, but being forced to work with Huawei and meet their requirements forces you to step up your game, similar to how being an Apple or Tesla supplier is like a certification itself. The US definitely picked the "wrong elf fool" as a target.
Seems like the Dutch export controls are more for show at the US that they did something. They probably won't give any clear waivers with a far out target date post 2023 since that would enrage US politicians but since we expect this to hold true for the foreseable future as they have more to lose as the years progress, this is actually the best outcome possible since DUVi will be a workhorse for years to come. China continues to import all the DUVi it needs, it ramps up its domestic program in parallel without any disruption to industry and continues to benefit from exposure to ASML and its domestic program running side-by-side. Now the question is will the US apply FDPR to the DUVi components ASML sources and if so, does ASML have a program in place to sidestep it? I would think yes, because otherwise the Dutch license would be useless if the system couldn't work without those potentially FDPR'ed components/subsystems.
