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Huawei
Chinese multinational technology corporation that provides telecommunications equipment and consumer electronics, including 5G networking infrastructure.
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"My number one is Huawei, which I've mentioned in the past out of China. I think Huawei's effort to partner with SMIC to go deeper in the chip stack and they're just firing on all cylinders."
Attribution: Freeberg recommends Huawei as his biggest business winner for 2026, citing their chip partnerships and strong performance
"They want to stand up Huawei as their national champion and effectively they're creating a market subsidy for Huawei by keeping out the competition."
From:
Inside America’s AI Strategy: Infrastructure, Regulation, and Global Competition
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▶ 30:46
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Jan 2026
Attribution: Guest explains China's strategy to support Huawei as a domestic alternative to American technology
"if you look at Huawei and what they did with 5G, their networking up against Cisco and our national champions, they ran the table in a lot of countries. They clobbered us in Africa."
Attribution: Host discusses Huawei's success in 5G networking against US companies, presented negatively from US perspective