On Sunday, Huawei got some life-threatening news from Google. Following an executive order that gives the federal government the power to block purchases of foreign-made technology deemed to be a security threat, Google announced that it had pulled Huawei’s license to use Android. Yesterday, Commerce softened the blow by issuing a license allowing Huawei three months to send software updates to existing devices, but even so, Intel, Qualcomm, and a number of other suppliers may be moving to cut the company off immediately.

The company has reportedly stockpiled enough US-made parts to last it anywhere from three months to a year, so it will have some time to prepare for the crisis. But at some point that stockpile will run out, and Huawei…

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