Huawei

“One of the clearest signs that China was beginning to take IP more seriously and regard it differently was when a company like Huawei, for instance, was hiring a lot of lawyers, because that meant they were suing other people to defend their own IP.”

“No, so of those 12, so of those 12, nine are U.S. Multinational tech companies. Oracle, IBM, Google, Yahoo, Adobe, Facebook, Microsoft, and Symantec. Then of the other three full voting members, one is the German software company SAP, another is the Chinese te…”

“We're greenlighting unlimited investment in the worst of bad actors, including Huawei, DJI. You should have seen the lobbying effort against my DJI drone ban. I mean, it was just crazy. We're investing in Chinese defense con contractors.”

“Like right now Huawei is off the mat. It's coming back with SMIC semiconductors, in part because they still have access to U.S. Technology, right?”

“I think production capacity wise, it is still absolutely a bottleneck. They certain types of equipment required for making HBM need to be imported. They're working on domestic solutions, but as far as we know, they have not imported enough equipment for this.”

“Yeah, well, like, I mean, like, every other, like, Huawei's beat Apple, right? They passed Apple up in TSMC orders, they passed Apple up in phone market share not in the US, but, like, in many parts of the world. Before the bans came down, and then even now th…”

“They were able to acquire three million chips, 2.9 million chips from TSMC through these other entities, right? Roughly five hundred million dollars worth of orders”

“Back in April Huawei launched a technology called Cloud Matrix in which they compensated for the fact that their chips individually are not as good as NVIDIA's chips by networking more of them together. So they took 384 of them. Now you use their prowess in ne…”