We kick off a new format with a four-way roundtable discussion with Nalin Balin, head of global sales at Reality AI and formerly at Cadence Design Systems; Nico Bahmanyar – Senior Consultant on Data Privacy at LEAF, and Nate Rushforth – Cybersecurity & Data Compliance Specialist at Da Wo Law Firm. Part 1 – The New Rule Explained • The most recent restrictions on Huawei explained • Detailed timeline of restriction escalations and bans by other countries • Core vs edge computing and why 5G presents so many data security risks • Data privacy frameworks struggling to cope with the “black box” of a modern 5G telecom network such as Huawei’s Part 2 (22:23) – Effect on Huawei’s Business and Technology • Potential effect across all business lines – handsets, networks, etc.? • Can Huawei survive this ban as a business? Could it be stronger in the end? • What obstacles stand in the way of China building an independent semiconductor technology ecosystem? • How long will it take to build the next generation of these local champions? • Will it be too late for Huawei and 5G? Part 3 (39:58) – The China Response and the Impact on US Tech • Can China afford to escalate to a tit-for-tat fight on technology? • How China’s rules are written on the surface never to target any particular company • Will US technology suppliers to Huawei be successful again in applying for license exemptions to the new ban? • Does the US intervening in technology licensing and services do more harm than good in the short and long-term? • Are some buyers in China and elsewhere starting to deem US suppliers as too risky to work with? Producer Jacob Thomas Follow Us LinkedIn Apple Podcasts