Russell Brandom, writing for The Verge:
This morning, ARM announced that it was cutting ties with Huawei, in the interest of “complying with all of the latest regulations set forth by the U.S. government.” It’s a catastrophe for Huawei’s device business, halting its access to current and future chip designs and coming on the heels of similar breaks from Google and Microsoft. Huawei is in deep, deep trouble, and we still don’t have a clear picture of why.
Security experts have been warning about Huawei for more than a year, but it’s only in the last week that those warnings have escalated into an all-out trade blockade on the company’s US partners. There’s never been a full accounting of why the US government believes Huawei is such a threat, in large part because of national security interests, which means much of the evidence remains secret. But it’s worth tracing out exactly where the concerns are coming from and where they could go from here.