How big is Huawei’s dilemma?
According to the requirements of the United States, after September 15, anyone who manufactures chips for Huawei must obtain US approval as long as they use some American technology. As of now, none of them has been approved, which means that Huawei’s own-designed chips can no longer be produced.
At the same time, the United States also made a supplementary requirement in August that anyone who wants to buy chips for Huawei must obtain permission from the United States.
As a result, Huawei's chip supply has been completely blocked. Next, Huawei can only rely on inventory chips to maintain the production of all its products.