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Given this, as Trump secured a breakthrough with China to resume trade talks, as well as Beijing demanding Huawei’s delisting as a condition for dialogue, the President announced today in his press conference that American companies would be allowed to sell to Huawei again. The statement is, of course, vague, and he still utilized “national security” as a condition. This has left observers wondering whether it will be removed from the entity list, or dealt with on a case by case basis.
However, while it is clear that Huawei will never dominate the American telecommunication markets in the current political atmosphere, nevertheless the comments were optimistic and reasonable enough to suggest that many aspects of “business as usual” will be able to resume.
If national security is the criterion, then it is likely everyday sales for components such as semiconductors, microchips and operating systems for things like smartphones can resume uninterrupted, as these aspects were never labeled a threat to “U.S. national security.”
Thus, as a whole, while the extent remains unclear, this is positive news for Huawei. Undoubtedly, the idea to blacklist a global technology firm from operating in the U.S. was not a reasonable nor productive move for Washington or the wider world. The president today appeared to acknowledge that reality, and in turn, some space will be given. This should, in theory, be tailored to preventing large scale disruptions in global technology supply chains, as well as to pacify the outcry from U.S. tech bosses.