Arm will suspend business activity with Huawei due to the U.S. blacklisting, according to the the BBC. Arm's core designs and intellectual property are fundamental to many of Huawei's own semiconductor products. Some news reports claim that existing semiconductor designs currently under license and in production may not be affected. ARM is based in the UK and is owned by Softbank, which is based in Japan. The BBC report speculates that Arm uses "U.S. origin technology)" and thus falls under the export ban. EE has announced its intention to replace Huawei equipment in the core of its network.
https://www.bbc.com/news/technology-48363772
Bloomberg reported that operators in Japan, Taiwan, and the UK stopped pre-orders for Huawei's latest smartphones. This includes BT and Vodafone, both of which are preparing to launch initial 5G commercial service in the next 2 weeks.
https://www.bloomberg.com/news/articles/2019-05-22/japan-s-biggest-phone-companies-look-at-pulling-huawei-handsets?srnd=markets-vp
Panasonic also confirmed that it is suspending business with Huawei and its subsidiaries.
