The US government has quietly revoked some export licences from Intel and Qualcomm, cutting off more chip supplies to Huawei!
US quietly revokes Intel + Qualcomm export licences to Huawei!
A week after Huawei unveiled its MateBook X Pro laptop, which is powered by the latest Intel Core Ultra 9 processor, the US government quietly revoked some export licences from Intel and Qualcomm, cutting off more chip supplies to Huawei!
It does not appear that Intel has violated any sanctions by supplying its latest Core processors to Huawei for its laptop. After all, Intel received a licence to export laptop CPUs to Huawei in 2020. Qualcomm also received a licence in 2020, to sell older 4G chips to Huawei.
However, American politicians who are critical of China have said that any authorisation by the Commerce Department “would be unacceptable and a failure to enforce export controls against a blacklisted champion of the Chinese Communist Party.”
That could explain the quiet revocation of existing export licences on Tuesday, 7 May 2024, not only affecting Intel and Qualcomm, but also other unnamed companies as well.
The US Department of Commerce confirmed that it revoked some export licences, but did not specify which licences were cancelled, and which companies were affected. However, Intel and Qualcomm have confirmed that some (but not all) of their licences were revoked.
While AMD has not been mentioned, it seems likely that Intel’s rival could also be affected.
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Revoked Intel + Qualcomm Export Licences Will Hurt Huawei
The export licences being revoked appear to target processors and System-on-a-Chip (SoCs) used in laptops and smartphones, although it is still unknown which exact chips are affected.
The loss of high-performance computer chips will be particularly hurt Huawei, as it has no viable alternative, especially if AMD had its export licences revoked as well.
Huawei was able to circumvent US sanctions by developing last year’s HiSilicon Kirin 9000S mobile SoC for its Mate 60 series of smartphones, and fabricating it using SMIC’s 7nm process technology. But it won’t be able to do this for its laptops, which are based on the x86 architecture.
That said, it seems likely that the US government is only interested in curtailing the export of high-performance processors to Huawei. If Intel and Qualcomm are still allowed to sell less powerful chips to Huawei, it may not be quite the death knell for the embattled Chinese company. But it will certainly hurt its competitiveness.
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