Research Note

May 2022 Is the world a safer place two years after the US sanctions on Huawei?

May 2022


LightCounting reports from Huawei Analyst Summit and the Financial Times weekend festival In May 2020, the US government announced restrictions on Huawei’s access to the advanced semiconductor technologies, including chips manufactured by Taiwan’s TSMC. The motivation was to address the US national security concerns, but this was a de-facto declaration of a new cold war between the US and China. Two years later, a new cold war proxy conflict between Ukraine and Russia escalated to a point where the world is closer to a nuclear war than it has been since the Cuban missile crisis in the 1960’s. Henry Kissinger, a former US Secretary of State, commented on this situation at the Financial Times weekend festival held in Washington DC on May 7, 2022. Dr. Kissinger is known for orchestrating the opening of diplomatic relations between China and the US in the early 1970’s. He will be turning 99 years old next month, but his mind is as sharp as ever. The full text of the research note with highlights from HAS 2022, held on April 26 and 27 at Huawei’s home base in Bantian, Shenzhen, China is available to LightCounting subscribers by logging into their accounts.

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