Although TSMC believes that it's free to manufacture Huawei's chips, whichever those may be, Huawei itself may not be able to design those chips for TSMC for much longer, at least when it comes to Arm-based chips. However, we already know that it has developed its own operating system that will be replacing Android on its devices. Hence, the USA trade ban covers them.
It has been reported that the memo was sent out to workers on May 16 last week, and even with the 90-day temporary reprieve granted by the US, ARM employees have not been told they can resume work with Huawei. Three was among the network partners planning to release the device.
Without Huawei, EE will instead provide customers with 5G smartphones from Samsung, LG, and OnePlus to choose from. The carrier plans to roll out 5G in July. It is unclear whether Huawei phones would also be excluded from Vodafone's other European markets. Should ARM revoke Huawei's ability to use this architecture, Huawei has few options outside of developing its own CPU architecture to continue its electronics business. It will not sell newer models before all issues are settled.
SoftBank's low-priced mobile brand, Ymobile, and other Japanese telcos have said they will delay the launch of Huawei smartphones due to go on sale on Friday.
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As it is left with few friends from among the global technology supply chain following the U.S. order, Huawei may be compelled to scale back its ambitions in the worldwide smartphone battlefield. It's hard to see how Huawei can function without access to them.
Chunghwa Telecom, the largest telecom company in Taiwan, announced on May 22 that it would not purchase any more new Huawei phones because "the future maintenance and fix can't be guaranteed".
Taiwan media ETtoday quoted Chi-Mau Sheih, the chairman and CEO, saying that his company will continue selling the existing stock.
In yet another blow to Huawei's smartphone business in the Trump administration's trade restrictions on the company, major mobile networks in Asia and Europe are suspending orders for Huawei smartphones on their networks.
Not every company or supplier mentioned below has said it will stop working with Huawei.