This morning, ARM announced that it is breaking relations with Huawei in the interests of "complying with all the latest US government regulations." This is a catastrophe for Huawei's device business, as access to current and blocked products will be blocked from future chip designs and similar breaks by Google and Microsoft. Huawei is in big trouble and we still do not have a clear idea of why.
Security experts have warned of Huawei for more than a year, but it was not until last week that these warnings escalated a major trade blockade for the company's US partners. It has never been fully explained why the US government believes that Huawei is such a threat, largely due to national security concerns, and much of the evidence remains secret. It is worthwhile, however, to find out exactly where the concerns come from and where they could go from here.
There are real and serious concerns that Huawei offers mobile network devices.
The first wave of concerns regarding Huawei had more to do with cell towers than cell phones. Huawei, along with Ericsson and Qualcomm, is one of the main providers of network infrastructure (essentially the hardware your phone is connected to). As carriers began building 5G networks, lawmakers hurried to keep Huawei's hardware away from what was being built.