I assume Cadence, Synopsys, Mentor Graphics, Xilinx, Intel PSG, Microsemi, Lattice, and Qualcomm are also affected by the Huawei blacklist.
Can Huawei survive without these critical components and EDA tools? If Huawei ignores the loss of licenses and uses existing software and libraries to develop future products, will those be banned from US and EU markets?
Why would there be a ban from EU? ARM is a UK company owned by a japanese group, Mentor Graphics is a subsidiary of a german group. The ban is an unilateral decision from the US. So Huawei can get on with these two without too much hurdles.
I never believed it was ever a case of Cadence being warezed given it is an extremely niche product locked down under ridiculous multiple DRMs, but I was shown few FTPs around with multimegabuck EDAs and semiconductor simulation packages that are probably in use by less than 100 companies worldwide being warezed like as it they were MS Word or something.
A big one that people haven't mentioned is ARM. Huawei can get by without Qualcomm chips. But I don't know how they're going to be able to keep up without an ARM license. And it's not like they could just switch to Intel even if that was an actually viable option.
Can Huawei survive without these critical components and EDA tools? If Huawei ignores the loss of licenses and uses existing software and libraries to develop future products, will those be banned from US and EU markets?