I said back in May when the ban came in that it might make more financial sense for ARM to close their US office and start to supply Huawei again than loose out on selling chip designs to one of the worlds largest phone manufacturers.
While the ban is obviously affecting Huawei financially, its also hurting all the US companies that supplied Huawei. And it maybe that even if this ban is lifted in a few months. Huawei will have found other non-US suppliers for certain components and won't go back to their original US suppliers.
Biting the hand that feeds IT
