Published: October 28, 2025
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A sensible argument against export controls on Huawei can be that AI's nascent state makes such chip restrictions questionable & diminishes US cos profit potential. But,saying that these controls themselves transformed Huawei into a tech powerhouse is BS https://itif.org/publications/...

Huawei's irrespective of any restrictions would be same high r&d entity producing similar stuff and it was never a Lenovo equivalent. Huawei is China's first actual high-tech national champion and given how CHN operates with ambition with of doing import substitution

Huawei at the moment is a contained beast behind China's great barriers and unable crawl back those fence and break through to global markets. Without chip and EDA export controls,its chip design division would likely have produced an NVIDIA GPU equivalent by now

At present,Huawei is using workarounds and attempting to out-innovate with a lot of efforts and it would have pursued these regardless of sanctions. Export controls have slowed its progress,yes this has come at cost of some lost revenue for US cos but also same for huawei too

Consider a parallel example: if the US ceased jet engine exports to China,will this prevent it from developing domestic planes? C919 will come irrespective of any restrictions and as competitor to Boeing. Import substitution in high-tech sectors is a consistent Chinese policy.

@IndustrlPolicy You missed the info on how they revamped their supply chain, especially in 2019, and came out of limbo with the Honor sell-off....looks like rush Doshi narrative was well spread to please gina and the West....lol

@IndustrlPolicy This is the real infowars.

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