The inclusion of Huawei into the U.S. Department of Commerce’s Entity List and consequent restrictions to work with the Chinese giant clearly made it much harder for the U.S.-based companies to conduct business with Huawei. Yet, it did not make it completely impossible as companies could apply for special licenses. Despite over 160 companies applying for licenses, it has taken a long time for them to be issued. We saw Huawei's notebooks recently come back to the Microsoft store, and yesterday during an call, Micron announced it is one of the first U.S. companies to recently obtain the required licenses, and they can resume selling various types of products to Huawei.

Because of the Export Administration Regulations and Entity List restrictions imposed on Huawei, companies that develop and make products in the U.S. could no longer sell them to Huawei. As a consequence, companies like Intel, Google, Microsoft, Micron, and many others had to stop working with their Chinese partner, which had a drastic impact on their business as the Chinese telecom giant is clearly a major customer buying a large number of hardware and software products.

Micron was allowed to sell and support some of its products to Huawei, but it was forbidden to supply Huawei with new products or sign new sales agreements. In the recent weeks the company obtained a license from the U.S. administration to qualify and sell new products (e.g., DRAM modules/chips, SSDs, 3D NAND memory, etc.) with Huawei’s mobile and server business units. Meanwhile, since new sales agreements take months to complete, Micron does not expect the licenses to have an impact on its sales in upcoming quarters.

Earlier this year Google and Microsoft were allowed to support existing Huawei devices running Android and Windows. Furthermore, Huawei recently launched new laptops based on CPUs from AMD and Intel as well as running Windows 10. There were reports that Huawei obtained processors from third-party resellers, but it was unclear whether this was the case with software licenses. In any case, it is important that at least some of the U.S.-based companies can now resume their work with Huawei officially.

The statement from Micron reads as follows:

As previously disclosed, we are continuing to ship some products to Huawei that are not subject to Export Administration Regulations and Entity List restrictions. We applied for, and recently received, all requested licenses that enable us to provide support for these products, as well as qualify new products for Huawei’s mobile and server businesses. Additionally, these licenses allow us to ship previously restricted products that we manufacture in the United States, which represent a very small portion of our sales. However, there are still some products outside of the mobile and server markets that we are unable to sell to Huawei.

Receiving the licenses is a positive development, and we are thankful to the U.S. administration for approving these licenses.

Prior to receiving these licenses, Entity List restrictions severely limited our ability to qualify new products at Huawei. Although we are now able to qualify new products with Huawei’s mobile and server businesses, it will take some time before the qualifications are completed and contribute to revenue. Consequently, we do not expect these licenses to have a material impact on our revenue in the next couple of quarters.

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Source: Micron

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  • Smell This - Thursday, December 19, 2019 - link

    "But the damned and the guiltiest among you are the men who had the capacity to know, yet chose to blank out reality, the men who were willing to sell their intelligence into cynical servitude..." - John Galt Reply
  • Smell This - Thursday, December 19, 2019 - link


    Who are the special interests and "looters,' anyway ??
    Reply
  • GreenReaper - Thursday, December 19, 2019 - link

    In this context, looters are those who take without compensation from those who generated wealth.

    An extreme case would be nationalising an entire company "for the people", but also smaller cases of expropriation such as appropriating patent rights, and taxes in general - as opposed to payments given willingly by a person or group for a particular service.
    Reply
  • boeush - Thursday, December 19, 2019 - link

    Whereas the moochers would be those who build their businesses and companies on public-funded infrastructure and public-educated work force, defended by public-funded military, fed by public-funded basic research, and regulated by public-funded law enforcement - all while refusing to contribute a single red cent in taxes to the maintenance or advancement of any of the above... Reply
  • Spunjji - Friday, December 20, 2019 - link

    Rand types think that skipping out on those obligation makes them smart. "Gee-whizz, look at me, I'm the first person to resent paying taxes because I think I'm superior to everyone around me!" Reply
  • Spunjji - Friday, December 20, 2019 - link

    "In this context, looters are those who take without compensation from those who generated wealth"

    The fundamental derp of Rand advocates is the belief that wealth is generated by owners, not by workers. At *best* you could call it a collaboration where workers play the starring role in actually getting things done.

    Your compensation for the taxes you pay is a functional society. Have fun doing business without one of those.
    Reply
  • boeush - Thursday, December 19, 2019 - link

    Sounds like he was talking about the entire Republican constituency in Congress (re: the impeachment), the Trump base (re: everything Trump), as well as anthropogenic climate change denialists and anti-vaxxers. Reply
  • Spunjji - Friday, December 20, 2019 - link

    Alas, most of those groups are able to read Rand without the slightest pangs of irony. Delusion, denial and projection are base requirements for the fandom. Reply
  • TheJian - Wednesday, December 25, 2019 - link

    Climate change...LOL. OK. Yeah, we've had 4 seasons for a long time...Go figure. It's real, but you don't control it. Spring, Summer, Fall, Winter...Not rocket science. You can't predict the weekend weather for me to go to a beach, but you can predict it 20-50yrs out? If that was true we'd all be dead in ~1970. What happened to that ice age? LOL. I could go on, but these people can't predict squat. Spending on pipe dreams is DUMB, and will bankrupt you. ~12% of energy comes from the crap you want. Good luck with the other 88% and winters etc.

    Impeachment? For what? A call we can all READ ourselves and see NOTHING is there. Do US a favor not do ME a favor. Biden is in VIDEO telling ukraine you have 6hrs to fire the prosecutor (who happens to be looking into my son's FAKE ENERGY JOB for 83K a month he knows NOTHING about), or you won't get 1B in US funds. Son of a B...Yeah, they did it, fired the guy, and Biden let go of the billion. That is EXACTLY what they WISH trump had done...LOL.

    You can thank trump for fixing your 401k, unemployment, energy, killing nafta, 1st pres in a while to NOT start a war (yet?) etc etc etc...Jeez, your 401k alone should be enough to shut most up, even if you're stupid, 40% is a lot of extra retirement money. You can read your bank statement can't you? It's comic you have to impeach a guy to beat him and even then it's faked.

    Heard it from a friend, who, heard it from a friend who, heard it from yet another friend who, heard you made a bad call...ROFLMAO. EVERYONE involved IN the call - NO QUID PRO QUO. What did the president say MR Sondland? "no quid pro quo"...er, uh, but he probably didn't mean it, impeach him!...LOL. I can read his mind, and it's not saying what is coming out of his mouth, so impeach, even though he's said over and over NO QUID PRO QUO, he must mean, he wants one...LOL. Jeez, people are stupid. Not ignorant, or we would not be on 3rd or 4th fake scam by now. 35mil Mueller report, no collusion by ANY US CITIZEN (not just Trump...LOL), IG report same story, IG fisa report shows wiretapped the crap out of trump campaign etc (fisa judge now wants answers!). Give it a rest, you lost, he's innocent, try again in 2020. I can't wait to see the Senate Trial, where Biden and son should be the first witnesses, followed by schiff, comey, mueller (why you keep a fake thing going for years?), THE FIRED PROSECUTOR from Ukraine, Steele, etc etc. I can't believe Nancy went for a call without READING it first...ROFL. Yeah, idiots, you have to READ it to find out what is in it first. Then impeach IF there is a crime, but alas, no crime...Not even a hint of it, unless you're talking Biden (also problem in China, and romania maybe more...ROFL) How do you get millions of dollars for jobs you have NO clue how to perform? QUID PRO QUO. Why do you think Obama gave ALL of Ukraine to Biden? That is why Biden said to them, call Obama, he'll tell you the same thing. Obama was getting out of THIS DAY when Biden's crimes came out. "ER, UH, Biden had 100% control, I just gave them tents and food - I plead the 5th on everything else, er, uh, it was Biden"...Why do you think he doesn't back him? Because he is dirty, and going down at some point (or at least NOT electable).

    Please link to ANY vid showing someone saying he DID something, rather than they THINK he was THINKING something...No fact witnesses other than Sondland who said NO QUID PRO QUO. If impeachment is so important, and trump is going to destroy the world, why are they so afraid to actually DO IT, and send the articles (LOL) to senate for JUDGEMENT?

    1st impeachment in history bi-partisan AGAINST it...One of those dems is switching to republican over it...It would be nice if dems started actually following the law, due process, accepting free speech, you know, crap like that. Everything they have accused trump of, literally everything, they have actually done. Russian collusion - Clinton paid for dossier, bought from russian info gathered by Simpson on behalf of Steele's credentials. LOL. I'm bored, and it's christmas.

    Merry Christmas even to the dems, who seem to forget if trump wins, WE ALL DO. Same as Obama, never rooted for him to fail either, though I totally disagree with everything he stood for. If your president fails so does your country, yet millions wish for failure...How dumb are people? If you're one of the 47% who don't pay a dime in taxes, you shouldn't even get a vote. No skin in the game, no VOTE in the game. You get what you earn. KISS principle at work.
    Reply
  • The_Assimilator - Thursday, December 19, 2019 - link

    Forcing willing sellers to jump through government hoops to sell to willing buyer... truly the GOP are the party of small government and capitalism. Reply

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