Export controls did not help Huawei, certainly not directly. It hurt Huawei relative to other competing Chinese tech companies (that were not subject to those restrictions) epecially in certain markets where it was forced to pull back, at least temporarily, like consumer
Analysts long correctly pointed out that despite large financial investments in chip manufacturing, China was unable to close the gap with Taiwan. My theory is simply that SMIC was a "mid" Chinese company vs. Huawei, which could "slay". https://x.com/GlennLuk/status/...
Yes I am flexing my new knowledge of GenZ/alpha slang https://x.com/GlennLuk/status/...
@GlennLuk Like "Honor", Huawei spin off it x86 server division to be 超聚变(xFusion) as well...
@Compute_King I did not know about the x86 server division (makes total sense) ty for the heads up
@GlennLuk The US sanctions totally backfired. They didn't break Huawei, they just made China's tech sector stronger and more self-reliant. A classic strategic blunder.
@GlennLuk Arresting Meng Wanzhou became the embodiment of what was “at stake”. Hard to believe that anyone in Washington thought it was a good idea. November 2018.
