Commentary

Updated U.S. Export Controls on Advanced Chips Seek to Close Loopholes and Push Allied Alignment

Key Takeaways

  • The latest Department of Commerce export controls on advanced semiconductors and semiconductor manufacturing equipment seek to close existing loopholes by expanding controls on foreign exports of chipmaking tools that contain U.S. technology and restricting the trade of high bandwidth memory products critical for supporting data center growth and AI development.
  • In exchange for carve-outs in the updated controls on chipmaking tools, Japan and the Netherlands are expected to announce their own, related export control policies in the coming days and weeks.
  • China quickly responded by enforcing new “dual use” export controls on critical minerals to any U.S. military end users. Beijing may contemplate additional measures targeted at U.S. companies while also preserving political space to react to President-elect Trump’s China policies in 2025.
  • While the updated chip export control rules may be the last technology competition measure the Biden Administration unveils before the end of the term, the Commerce Department may seek to update the proposed “know your customer” rules for the cloud computing sector by the end of the year.

Related Posts

Han in The Guardian: Foie gras, live dolphins and toasters: China and US cut reciprocal tariffs on $30bn each of goods
Han Lin, the China country director at The Asia Group, a strategic advisory firm, said: “The animal list is certainly ...
Colonel (Ret.) Shailender S. Arya in Mint on India’s surveillance satellite program
Shailender Arya, senior advisor at strategic advisory firm The Asia Group, said that the launch of the EOS-5 satellite by ...
George Chen in CNN International on the growing U.S.-China AI competition
Despite growing calls to prevent AI development from spiraling out of control, the Trump-Xi summit has produced little substance, as ...
Han Lin in Nikkei Asia: Pomp, tariffs and AI: 5 things to know about the Trump-Xi summit
“The more stable China’s diplomacy with other countries, the more bandwidth they can focus on what are very significant political ...
Scroll to Top

You Are Applying For:

Updated U.S. Export Controls on Advanced Chips Seek to Close Loopholes and Push Allied Alignment

Apply Now