There's no Huawei we saw that coming
Years after Uncle Sam ordered US telecommunications providers to rip and replace Huawei kit from their networks, Beijing is telling telcos in China to strip out American-made chips.ordered its top telecoms players to eliminate foreign semiconductors — primarily those from Intel and AMD — within the next three years.
The order would include China Telecom, China Mobile, and China Unicom, three of the nation's largest providers. Operators will be required to submit draft timelines for replacing that foreign silicon. The decision, handed down by the Ministry of Industry and Information Technology, doesn't bode well for Intel and AMD: As of 2023, the Chinese market accounted for 27 percent and 15 percent of their revenues, respectively.Huawei and ZTE-made telecommunications equipment from US networks.
Now, it seems, Beijing is ready for revenge. However, it's not clear at this point what, if any, support will be provided to its telcos to offset the cost of replacing foreign chips with homegrown silicon. As we saw with US efforts to rid itself of Huawei kit, the ordeal could end up being quite costly for Chinese network operators. Despite setting aside $1.9 billion to reimburse carriers, the FCCHuawei Cloud reveals the dynamic traffic allocation system it uses to cut bandwidth billsThe 2027 deadline is only the latest in an ongoing effort by the Chinese government to end its reliance on US technologies.a list of 18 CPUs approved for use by its citizens.
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