90% of Huawei U.S. purchases can be rapidly replaced.

D.C. has a fantasy that the world stops at Washington’s command. The U.S. is ahead in a handful of high-tech fields, but fewer and fewer. My research shows that about 90% of the purchases from the U.S. can be replaced within months from other parts of the world. Update 5/22. British company ARM blocked Huawei from using Arm designs for future 5G & AI chips. This could be a major problem. Update 6/17 Huawei and China are well on the way to replacing Android, ARM, and RF chips. The only thing that’s biting is the Google blockade, costing tens of billions in phone sales.

For example, Huawei buys memory chips from Micron in the U.S. It could buy similar chips from SK Hynix in Korea, Toshiba in Japan, and imminently Yangtze Memory in China. Many of the most important parts already come from Asia, including screens for mobile phones. 

The hardest to replace will be RF for phones, advanced optics, FPGA’s, and chip design software. Here are some details and possible solutions. 

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