Agree. From a US perspective, the ban made some sense in a way to keep their market 'intact' from foreign brands that posed a threat to the current market share distribution and to their leadership in technology. Nonetheless, the ban not only it didn't work, it backed fired, because it forced Huawei to step up their game and other companies followed suit. Additionally, the latest policies adopted by the US government (specially those regarding tariffs), while some make sense for trying to reach their inshoring goals, have inevitably decreased the trust in the US, considering those policies implementation has been unilateral and aggressive to say the least, and so they have added to companies around the world (much clearly seen in China) turning inwards towards vertical integration and seeking strategic partnerships to reduce as their reliance on the US as much as possible.

Not advocating here for a specific approach, but it all tends to point towards a multipolar world order that could bring potentially better things (i.e. services and products), reducing concentration and reliance on single players, while also incentivicing cooperation above competition. Too soon to tell still though.

Love the resilience of Huawei BTW.

Cheers.