BBC:

UK-based chip designer ARM has told staff it must suspend business with Huawei, according to internal documents obtained by the BBC.

ARM instructed employees to halt “all active contracts, support entitlements, and any pending engagements” with Huawei and its subsidiaries to comply with a recent US trade clampdown.

The screws are tightening. Waiting for the other shoe to drop, some form of retaliation from China.

This still feels like a negotiation tactic, rather than an actual security concern.

Side note: The BBC article does a nice job explaining ARM and its relationship to ARM adoptees like Apple, Samsung, and Qualcomm. Huawei is one of ARM’s top customers. This ban is a big deal.