A Deep Dive on the Huawei Restrictions

Asia Business Podcast - A podcast by AsiaBusiness

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’sPart 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?https://www.asiabusinesspod.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.asiabusinesspod.com