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Intel Continues Chip Sales to Huawei Amid Sanctions, Outpacing AMD

Despite efforts to halt sales and competitive pressures, Intel maintains its license to sell to Huawei, significantly impacting market dynamics and U.S.-China relations.

  • Intel has successfully maintained its license to sell chips to Huawei, despite efforts to halt the sales due to sanctions.
  • AMD's attempt to obtain a similar license for chip sales to Huawei was unsuccessful, leading to a significant market share shift in Huawei laptops.
  • Intel's exclusive license has resulted in a substantial revenue discrepancy, with Intel dominating the market share of CPUs in Huawei laptops.
  • The U.S. Commerce Department's decision to not revoke Intel's license comes amid efforts to thaw U.S.-China relations, despite ongoing tensions.
  • Intel's license is expected to expire later this year, with renewal unlikely, affecting Huawei's reliance on Intel chips for its laptops.
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