That is how it is, that is how a business is run.
Every day there is a dark cloud.
But that is not correct.
Every day is a new day! With endless possibilities.
Maybe a German business is like that, every day a new dark cloud. Those Eastern Europeans tend to be like that.
A Chinese business, it is loud, it is bustling, it is vulgar, and it is happy. The dark cloud is just for someone else.
Huawei has its strengths. It has a lots of strength.
That is why this US government fight with Huawei is so interesting. This is strength against strength.
The Huawei base station IIRC needs two 7nm chips, which SMIC should be in a position to supply, if not now, then very soon.
At this point, we got to wonder how this fight will evolve or change, as we know this fight will not stop. Good.
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OK, I love your poetic optimism. It's absolutely necessary if you're an entrepreneur.
But Huawei is a huge multinational corporation and they can't plan their business too far around a lot of uncertainties. If you have run some large business or work with people at that level, you'll know what I'm talking about. I will not getting into a lot of details because it's going to be boring. Also, you can read some recent speech from Huawei rotating Chairman Xu Zhijun to get some better sense of understanding what they're thinking now.