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US ‘surgical’ attack on Huawei will reshape tech supply chain

Huawei said on Monday that new US sanctions will put its survival at stake.

But industry executives and analysts predicted that Washington’s move to cut off Huawei’s supply of key computer chips will also have a significant impact on the wider technology supply chain.

“When they first blacklisted Huawei in May last year, it was a big political signal but the effect was limited,” said an executive at a Taiwanese computer chip company. “But the folks at [the Department of] Commerce have had a year to sharpen their knives. The new rules will make a real difference.”

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