What happens to companies that defy the Huawei ban?

Over the past two weeks, Huawei has lost nearly every partner it has thanks to a US trade ban, including high-profile splits with Google, Corning, and ARM that have plunged the Chinese phone maker into an unprecedented crisis. But some of its major partners are staying quiet — most notably Microsoft, which still hasn’t put out an official statement on the ban. Microsoft did quietly pull Huawei laptops from its site, suggesting some kind of withdrawal of services, but we’re still in the dark about the company’s broader plans for dealing with the ban.

Microsoft is one of Huawei’s biggest software partners, licensing and maintaining Windows on a number of Huawei laptops that have to be directly licensed and updated by the company. It’s most...

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