HAS2018

Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

According to news reports and press and social media announcements by high-ranking members of US government, the US government has put Huawei on its so-called “Entity List” of the Bureau of Industry and Security (BIS).  Our read on this is it similar to what happened with ZTE during C2Q18 last year, a move that severely curtailed… Read More »Huawei’s revenues are at risk as US puts Chinese Tech giant on its “Entity List”

Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)

Huawei hosted 700 analysts and media participants in Shenzhen China last week to attend its annual analyst summit, nick-named HAS2019.  The company’s high-level message was simple – the company is an innovator and is moving down the stack into semiconductors and is partnering with and funding university projects to develop… Read More »Huawei’s Chip Projects Front and Center at Analyst Summit (HAS2019)

Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G

Eric Xu, Rotating Deputy Chairman of Huawei addressing audience questions at the Huawei Analyst Summit 2018 ​The main theme of the the Huawei HAS 2018 meeting keynotes was Artificial Intelligence and, secondarily, nearly ubiquitous networks connections across the world.  Huawei expects 86% of enterprises to have experimented with AI by… Read More »Huawei Analyst Meeting Recap – a Big Focus on Artificial Intelligence and a Downplay of 5G