Huawei – Nowhere to run pt XXIX
The US Administration launches its first EV. Despite three years of saying there is nowhere to run (see here), Huawei is seeking refuge in the...
Huawei – Nowhere to run pt. XXVII
Huawei finally hits the wall. After nearly 2 years of ducking and diving combined with superlative execution on the part of Huawei’s management, its dependence...
Huawei – Nowhere to run pt. XXVI
The UK hardens its stance still further. A new bill passing through the UK parliament that bans the installation of Huawei equipment from September 2021...
Huawei – Nowhere to run pt. XXV
Honor is unlikely to escape. The last 18months have seen a game of cat and mouse between the US Department of Commerce and Huawei but...
Huawei – Nowhere to run pt. XXIV.
Re-inventing the silicon wheel makes no sense. Huawei appears to be planning on building its own semiconductor fab that is independent of US technology in...
Huawei – Nowhere to run pt XXIII.
Another reprieve in name only. Allowing Huawei to buy non-5G components offers very little reprieve for either the infrastructure business or the handset business and...
Huawei – Nowhere to run pt. XXII
Finally, the cupboard is bare. Huawei reported a difficult Q3 2020 results as management has finally run out of countermeasures and must now face the...
Huawei – Nowhere to run pt. XXI
India is a blow upon a bruise. India’s move to stop Indian operators from using Chinese telecom equipment vendors looks bad for Huawei but it...
Huawei – Nowhere to run pt. XX
The US Department of Commerce gets serious. The US Department of Commerce has announced a tightening of sanctions on Huawei which at face value effectively...
About Me
Richard is founder, owner of research company, Radio Free Mobile. He has 16 years of experience working in sell side equity research. During his 11 year tenure at Nomura Securities, he focused on the equity coverage of the Global Technology sector.
Huawei – Nowhere to run pt. XXVIII