Huawei shifted Hisilicon 14nm orders from TSMC to SMIC a month ago in anticipation. I think most of their router hardware is domestic components except from Xilinx FGPAs, but alternatives are difficult to source. The articles mention Huawei's been stockpiling components, it's hard to say how long that will last. Last I read they've already burned through a bunch and they've been rolling out domestic 5G during covid19. There should still be enough runway for a few political exchanges i.e. putting US companies on Chinese unreliable entity list to see what happens.
This is a "bigger" move than expected - the anticipated escalation was US reducing US origin tech % to <10. TSMC believes their 7nm was around 9-10% so there was a chance Huawei orders was still viable. Now it's a blanket export license requirement. While the article only covers Huawei, I think it's a broader blanket that applies to all Chinese companies with military connections, which is basically an impossibly difficult task for any company to determine. The impact is unclear. This is one move short of kicking Huawei off dollar trading.
> Huawei has been preparing for such a move by the U.S. since the end of last year, including stockpiling more than a year's worth of networking equipment-related chips, especially for its crucial telecom equipment and carrier business, sources told Nikkei Asian Review.
This is a "bigger" move than expected - the anticipated escalation was US reducing US origin tech % to <10. TSMC believes their 7nm was around 9-10% so there was a chance Huawei orders was still viable. Now it's a blanket export license requirement. While the article only covers Huawei, I think it's a broader blanket that applies to all Chinese companies with military connections, which is basically an impossibly difficult task for any company to determine. The impact is unclear. This is one move short of kicking Huawei off dollar trading.