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  1. Article

    Lauren Dudley is a research associate for Asia Studies at the Council on Foreign Relations. This is the first part of a series on Huawei’s expansion in Russia as a reaction to geopolitical technology tensions, followed by the second and third parts. Few, if any, other companies have been as affected by China’s ongoing geopolitical technology tensions as Huawei. […]

  2. Article

    Connor Fairman is a research associate in the Digital and Cyberspace Policy program at the Council on Foreign Relations. On August 17, the U.S. Department of Commerce announced that non-U.S. companies were prohibited from selling items produced with U.S. technology to Huawei. The decision follows restrictions imposed by the Commerce Department in May against companies […]

  3. Article

    Score one for the Trump administration. Months after announcing that it would allow Huawei to play a limited role in the country’s 5G networks, the United Kingdom has reversed course. The British government has now decided that buying new Huawei equipment will be banned after December 31, 2020; all existing Huawei equipment will be removed from […]

  4. Article

    Eric Fan is an intern for Asia Studies at the Council on Foreign Relations. ZTE and Huawei have become household names. Their commonalities are easy to spot: expertise in telecommunications, ties to the Chinese government, and violations of American sanctions against Iran. Described as part of a “whole-of-society threat” from China, the two companies often […]

  5. Article

    Executive Summary On December 8, the Trump administration announced plans to loosen U.S. export controls on artificial intelligence (AI) chips to China by approving the sale of Nvidia H200 chips—the most powerful AI chip ever approved for export to China. That decision was driven in part by concerns that Huawei is becoming a viable competitor to Nvidia in AI chips, making U.S. export controls less effective. However, a comparison of publicly available data on AI chip performance from both companies, coupled with estimates on AI chip production capacity finds something different: Huawei is not a rising competitor. Instead, it is […]

  6. Article

    Between the chips needed for its networking equipment and the chips needed for its smartphones, Huawei accounts for a significant share of global semiconductor demand under normal conditions. CSLA’s Sebastian Hou puts that number at “8 to 9% of global semiconductor demand, without the inventory buildup”. That’s significant. The United States makes—as opposed to designs—just over 10 […]

  7. Backgrounder

    Introduction One of the world’s leading providers of fifth-generation (5G) mobile technology, Huawei is a Chinese telecommunications giant that has stoked fears of espionage and intellectual property theft in the United States and many other countries. In response, Washington and its allies have imposed sweeping restrictions on Huawei as part of a larger crackdown on […]