You're not listening, brother. It doesn't have anything to do with markets, they can't operate if they're cut off from US tech indefinitely. It will trigger their collapse as a corporation. There will be no Huawei.
They only produce SoC's from ARM Holdings licenses and aren't an IDM either. Huawei's computers and data centers run on Intel processors, mobile handsets are dependent on radio frequency units made by Qorvo. Its 5G base stations incorporate critical components produced by Xilinx while Texas Instruments provides the analog semiconductors for them.
It also relies on Micron for the memory chips that go into their smartphones although they could feasibly switch to SK Hynix (South Korea) on that front. And the US could also pull its military support for South Korea, I think they're shit out of luck.