https://www.gatestoneinstitute.org/14629/us-china-deal-huawei
This is the worst possible time in what is called the “cold tech war” to give relief to Huawei. Huawei is vulnerable to American measures for only a short period, so this is the time for the Trump administration to exert leverage.
[W]hen it comes to harm, we haven’t seen anything yet. Beijing will undoubtedly use Huawei to control the networks operating the devices of tomorrow, remotely manipulating everything hooked up to the Internet of Things — in other words, just about everything.
So far, the U.S. has had little success in persuading other countries not to buy low-cost (subsidized) Huawei equipment for their 5G networks (the fifth generation of wireless communication). The Philippines, a treaty partner of the United States, has decided to buy 5G Huawei gear, and Italy, another ally, is almost certainly going to make the same decision soon.
The Trump administration, by crippling Huawei, can make up for the failure to convince other countries to shun its equipment… Huawei cannot market its phones without Google’s Android operating system…. Outside China, Huawei’s phones would be commercially unmarketable because they would not be able to connect to the Google Play Store.
So, if the Trump administration is going to move against Huawei as a national security threat, it has to do so now. Beijing is now stalling, hoping to buy time for Huawei.
American and Chinese trade negotiators, meeting Tuesday and Wednesday in Shanghai, are cooking up an interim deal that is deeply injurious to U.S. national security.
There is growing pessimism that Washington and Beijing can reach a comprehensive agreement, given the fundamental differences over, among other things, industrial policy, intellectual property protection, and restrictions on foreign investment.