By Barbara Jorgensen, EETimes
August 21, 2019
Silence is deafening. When asked about the latest delay to a full-scale Huawei trade ban, most chip and component manufactures declined to speak to us. The 90-day extension announced earlier this week by the U.S. Commerce Department purportedly allows suppliers and customers to disengage from the Chinese telecom giant with minimal disruption.
But here's a frightening question to confront: Is it time for the U.S. tech companies to forget about ever seeing another big Huawei design opportunity ever again? The US chip industry is certainly not giving up on China, but Huawei — and by extension China — is inclined to give up on the United States.
The U.S. government, citing national security concerns, has all but barred Huawei products from the United States. American tech companies can still sell to Huawei under a special license, but that’s set to expire in mid-November.
Tech vendors were forced, however, to discuss Huawei during recent earnings conference calls. Out of $70 billion that Huawei spent buying components in 2018, some $11 billion went to U.S. firms including Qualcomm, Intel and Micron Technology.