(Observer Network) Reuters reported on May 15 that the US Department of Commerce once again extended Huawei's temporary license to August 13, but at the same time they are changing an export rule in an attempt to crack down on Huawei's chip supply chain.

　　According to this rule change, even if the chip itself is not developed and designed in the United States, as long as foreign companies use American chip manufacturing equipment, they must obtain permission from the US government to provide chips to Huawei or its affiliates. Huawei continues to obtain certain chips or use certain American software or technology-related semiconductor designs, and it also needs to obtain US permission.

　　This means that the United States is trying to cut off Huawei's global chip supply. When the news came out, it caused sharp fluctuations in the share prices of American companies such as Qualcomm, Cisco, Apple, and Boeing. Qualcomm's two-hour drop fell by more than 7%. It can be said that Huawei will be hit at the expense of American companies.

　　Although Huawei has not yet formally responded, on May 16th, the Huawei Voice Community published an article titled "No Scars, Where is the Thick Skin, and Heroes Have Suffered Since Ancient Times," accompanied by a picture.

　　There are only two sentences in the article: "Look back, rugged", "Look forward, never give up". The picture shows a Il-2 attack aircraft that was hit like a sieve in World War II and was full of bullet holes. It still insisted on flying and finally returned safely.

　　As early as March, the United States clamored to cut Huawei's global chip supply chain. But their actions are also a blow to American companies. Trade lawyer Doug Jacobson said, "This will have a far greater negative impact on American companies than Huawei, because Huawei will develop their own supply chain ... Eventually Huawei will find an alternative."

　　From 2019 to the present, the United States has suppressed Huawei by various means, but Huawei's 5G market orders still rank first in the world. And a recent report shows that after last year's "Entity List", the leading semi-conductor companies in the United States each experienced a quarterly median revenue decline of 4% to 9%.

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