In case a trade war intensifies, want to give you a short list of Huawei suppliers that had a rough few weeks in May during the last trade war scare. Huawei suppliers are battling both trade war tensions and national security concerns as opposed to solely trade war tensions.
- Broadcom
- Skyworks
- Qualcomm
- NeoPhotonics
- Lumentum
- AMD
- Flex
- Intel
- Seagate
- Qorvo
- Micron, Nvidia and Xilinx have some exposure
Keep a close eye in case they break support.
If Huawei is a threat to national security, the ban may not be officially lifted. There were mixed signals in June from the United States as the US Commerce Department placed five more Chinese entities on its so-called Entity List with an announcement on June 21st– one week before the G20 Summit.
The five newly listed companies included Chengdu Haiguang Integrated Circuit, Chengdu Haiguang Microelectronics Technology, Higon, Sugon, and Wuxi Jiangnan Institute of Computing Technology. Included in the list is one of Higon’s five affected aliases, Tianjin Haiguang Advanced Technology Investment Co. (THATIC), THATIC is a joint venture Advanced Micro had set up with the Chinese government in 2016. AMD works with THATIC to license its microprocessor technology to Chinese firms, including Higon.