A Deep Dive on the Huawei Restrictions Asia Business Podcast

We kick off a new format with a four-way roundtable discussion with Nalin Balin, head of global sales at Reality AI and formerly at Cadence Design Systems; Nico Bahmanyar – Senior Consultant on Data Privacy at LEAF, and Nate Rushforth – Cybersecurity & Data Compliance Specialist at Da Wo Law Firm.

Part 1 – The New Rule Explained

• The most recent restrictions on Huawei explained
• Detailed timeline of restriction escalations and bans by other countries
• Core vs edge computing and why 5G presents so many data security risks
• Data privacy frameworks struggling to cope with the “black box” of a modern 5G telecom network such as Huawei’s

Part 2 (22:23) – Effect on Huawei’s Business and Technology

• Potential effect across all business lines – handsets, networks, etc.?
• Can Huawei survive this ban as a business? Could it be stronger in the end?
• What obstacles stand in the way of China building an independent semiconductor technology ecosystem?
• How long will it take to build the next generation of these local champions?
• Will it be too late for Huawei and 5G?

Part 3 (39:58) – The China Response and the Impact on US Tech

• Can China afford to escalate to a tit-for-tat fight on technology?
• How China’s rules are written on the surface never to target any particular company
• Will US technology suppliers to Huawei be successful again in applying for license exemptions to the new ban?
• Does the US intervening in technology licensing and services do more harm than good in the short and long-term?
• Are some buyers in China and elsewhere starting to deem US suppliers as too risky to work with?