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If you run an intelligence operation, why would you

a) not do it in the fedex hub in Japan and b) publish the parcel diversion in the customer's tracking interface

So, this doesn't seem like a plausible explanation.

a) You may not have the access you need in Japan. b) Do we know this is how Huawei learned of it? Maybe they tracked the packages via some other means.
I agree. I'm quite stumped as to what this shadowy yet incompetent entity is that has the power to compel or manipulate FedEx into redirecting documents to the USA, but is incapable of getting them lost / delayed for a few hours to be secretly scanned, in an allied country no less.
> UK-based chip designer ARM

Not for quite some time now!

They're still based in the UK, though, aren't they?
Huawei work with ARM China (who bought some of Softbank's holding iirc) afaik
ARM China stopped working with Huawei, too (BBC reported)