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Over the past week, the US government has taken extreme and unprecedented steps against Huawei, cutting it off from every US partner at the risk of a long-term rupture in trade between the US and China. But while the impact of the order is clear, it’s still not entirely clear why it was put in place.

The official explanation, according to the initial executive order, is that Huawei hardware puts the US at risk for espionage. As the order puts it, “foreign adversaries are increasingly creating and exploiting vulnerabilities in information and communications technology and services,” and the “unrestricted acquisition or use” of hardware made by foreign adversaries makes those vulnerabilities worse.

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