#export-controls

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#semiconductor-smuggling
US news
fromTNW | Asia
3 days ago

Taiwan moves to detain three over alleged illegal high-end AI server exports to China

Taiwanese prosecutors pursue a first formal semiconductor-smuggling crackdown tied to a Supermicro-linked network diverting Nvidia Hopper systems to China using forged documents and routing through intermediaries.
Toronto startup
fromFortune
1 week ago

Encrypted texts reveal how Nvidia chips and U.S. tech are being smuggled to China and Russia | Fortune

A text exchange allegedly coordinated efforts to route Nvidia GPUs to China despite U.S. export bans, with warnings to avoid mentioning China to reduce legal risk.
US news
fromTNW | Asia
3 days ago

Taiwan moves to detain three over alleged illegal high-end AI server exports to China

Taiwanese prosecutors pursue a first formal semiconductor-smuggling crackdown tied to a Supermicro-linked network diverting Nvidia Hopper systems to China using forged documents and routing through intermediaries.
Toronto startup
fromFortune
1 week ago

Encrypted texts reveal how Nvidia chips and U.S. tech are being smuggled to China and Russia | Fortune

A text exchange allegedly coordinated efforts to route Nvidia GPUs to China despite U.S. export bans, with warnings to avoid mentioning China to reduce legal risk.
#nvidia
fromTechCrunch
3 days ago
Tech industry

Nvidia posts another record quarter, reveals $43 billion of holdings in startups | TechCrunch

US news
fromTheregister
1 month ago

Three more charged with trying to smuggle GPUs to China

Three individuals were charged with attempting to smuggle Nvidia GPUs to China, violating export controls and smuggling laws.
Tech industry
fromTechCrunch
3 days ago

Nvidia posts another record quarter, reveals $43 billion of holdings in startups | TechCrunch

Nvidia reported $81.6B revenue, $75.2B data center revenue, authorized $80B buybacks, and forecast 12% next-quarter growth amid export uncertainty.
Business
from24/7 Wall St.
6 days ago

Bill Ackman's Microsoft Buy Just Told Everyone The Real Story on Nvidia's Geopolitical Risk

NVIDIA’s AI boom faces fragile fundamentals from China export limits and Taiwan production concentration, while Microsoft offers more durable growth with lower valuation risk.
European startups
fromTechRepublic
1 week ago

US Approves Nvidia H200 Sales to China, But Shipments Remain Stalled

US export licenses permit Nvidia to sell H200 AI chips to select Chinese firms, but shipments remain stalled due to security and export requirements.
European startups
from24/7 Wall St.
1 month ago

Nvidia: Jensen Huang Says We Should Be Selling Chips to China

Nvidia's CEO argues for allowing chip sales to China to prevent loss of market share and revenue for American companies.
US news
fromTheregister
1 month ago

Three more charged with trying to smuggle GPUs to China

Three individuals were charged with attempting to smuggle Nvidia GPUs to China, violating export controls and smuggling laws.
European startups
fromArs Technica
4 days ago

China banned RTX 5090D V2 while Nvidia CEO Jensen Huang was visiting

Beijing banned Nvidia’s RTX 5090D V2 at customs checkpoints, limiting access to China-specific AI-capable chips amid US-China AI competition.
#semiconductors
fromTNW | China
1 week ago
Silicon Valley

Beijing put Huawei's secret chip lab on national TV two days before Trump arrives. The message wasn't for Chinese viewers.

fromNextgov.com
1 month ago
Intellectual property law

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Tech industry
from24/7 Wall St.
5 days ago

President Trump Pushed for Nvidia China Deal -- but It's AMD's Chips Beijing Wants

Semiconductor exports are used as geopolitical leverage, and China’s post-visit actions suggest AMD may gain more practical advantage than Nvidia.
Tech industry
fromTNW | Artificial-Intelligence
5 days ago

AMD CEO Lisa Su meets China's He Lifeng to discuss chip cooperation | TNW

AMD CEO Lisa Su pledged to expand AMD operations and investment in China during a meeting with Chinese economic and trade leadership amid ongoing US export controls.
Silicon Valley
fromTNW | China
1 week ago

Beijing put Huawei's secret chip lab on national TV two days before Trump arrives. The message wasn't for Chinese viewers.

Prime-time TV showcased Huawei’s secret chip lab in Shanghai two days before Trump’s Beijing visit, signaling China’s semiconductor push under a national champion beyond US reach.
Intellectual property law
fromNextgov.com
1 month ago

Tech bills of the week: Boosting export controls; AI-focused workforce development; and more

Bipartisan senators introduced the MATCH Act to strengthen semiconductor export controls and prevent adversaries from acquiring critical technology.
EU data protection
fromNextgov.com
1 week ago

Tech bills of the week: Mandatory AI RMF usage; AI for energy generation and storage; and more

Legislation updates energy storage safety and diagnostics with advanced analytics and AI, while export controls and geothermal R&D receive new AI and commercialization-focused initiatives.
#us-china-relations
European startups
from24/7 Wall St.
1 week ago

Which of These 5 Companies Benefits Most From Easing China Tariffs?

Apple, Qualcomm, Broadcom, NXP, and Nike have meaningful China exposure, and easing tariffs, export controls, and demand stabilization could directly improve their revenue and margins.
European startups
fromFast Company
1 week ago

Why Jensen Huang joined Trump's high-stakes China summit at the last minute

Nvidia CEO Jensen Huang joined a U.S.-China summit delegation late, amid U.S. efforts to protect strategic computing power and China’s growing semiconductor momentum.
Intellectual property law
fromTNW | China
4 weeks ago

The US wants to cut off China's chip equipment. China says the supply chain will break for everyone.

US chip export legislation threatens global semiconductor supply chains, prompting China's Ministry of Commerce to issue a warning about severe disruptions.
World politics
fromwww.theguardian.com
1 week ago

The Guardian view on Trump in Beijing: the US and China are playing the waiting game | Editorial

The Beijing meeting signaled stabilisation without major shifts, amid a wary US-China stalemate driven by tariffs, rare-earth controls, and supply-chain de-risking concerns.
European startups
fromTechRepublic
1 week ago

Trump's China Summit Turns Into a Big Tech Power Play

A US-China summit with top Silicon Valley executives centers on market access and AI chip competition amid heightened trade and export-control tensions.
Artificial intelligence
fromFast Company
1 week ago

AI arms race or not, the U.S. and China need to talk about the tech

U.S. and China are racing to develop offensive AI while relying on each other’s compliance, creating a high-risk security dilemma requiring coordinated communication.
European startups
from24/7 Wall St.
1 week ago

Which of These 5 Companies Benefits Most From Easing China Tariffs?

Apple, Qualcomm, Broadcom, NXP, and Nike have meaningful China exposure, and easing tariffs, export controls, and demand stabilization could directly improve their revenue and margins.
European startups
fromFast Company
1 week ago

Why Jensen Huang joined Trump's high-stakes China summit at the last minute

Nvidia CEO Jensen Huang joined a U.S.-China summit delegation late, amid U.S. efforts to protect strategic computing power and China’s growing semiconductor momentum.
Intellectual property law
fromTNW | China
4 weeks ago

The US wants to cut off China's chip equipment. China says the supply chain will break for everyone.

US chip export legislation threatens global semiconductor supply chains, prompting China's Ministry of Commerce to issue a warning about severe disruptions.
#ai-governance
fromAxios
1 week ago
European startups

The 3 big conflicts in AI race against China

AI governance requires global cooperation, including China, while the U.S. balances safety protocols, export controls, and competitive technology access.
fromBusiness Insider
3 months ago
Artificial intelligence

Anthropic CEO warns tech titans not to dismiss the public's AI concerns: 'You're going to get a mob coming for you'

AI companies must address public concerns, adopt robust taxation and transparency measures, and prepare for severe backlash if wealth concentrates unchecked.
European startups
fromAxios
1 week ago

The 3 big conflicts in AI race against China

AI governance requires global cooperation, including China, while the U.S. balances safety protocols, export controls, and competitive technology access.
fromBusiness Insider
3 months ago
Artificial intelligence

Anthropic CEO warns tech titans not to dismiss the public's AI concerns: 'You're going to get a mob coming for you'

fromTNW | Artificial-Intelligence
1 week ago

Trump leaves Beijing saying he and Xi talked AI guardrails. Nothing was signed.

Asked what kind of guardrails on the way out, the US president told reporters on Air Force One: 'standard guardrails that we talk about all the time'. H200 deliveries to ten cleared Chinese buyers remain stalled. Donald Trump told reporters on Air Force One on Friday that he and Xi Jinping discussed AI guardrails and Nvidia's H200 chips during the two-day Beijing summit, Bloomberg reported .
World news
#ai-policy
fromAxios
2 months ago
Artificial intelligence

Scoop: Anthropic meets with House Homeland Security behind closed doors

Artificial intelligence
fromtheregister
1 week ago

Anthropic urges Uncle Sam to kneecap China's AI ambitions before 2028

Tightening chip export controls and restricting access to American AI models is urged to prevent authoritarian regimes from leading AI development.
Artificial intelligence
fromAxios
2 months ago

Scoop: Anthropic meets with House Homeland Security behind closed doors

Clark met with bipartisan committee lawmakers in a closed-door session focused on AI model distillation and export controls, with a friendly tone and no central discussion of Pentagon disputes.
#ai-chips
World news
from24/7 Wall St.
1 week ago

Trump Bought Up to $5 Million of Nvidia Stock -- Then OK'd AI Export Deals That Sent Shares Soaring

Advanced AI chip export approvals to China coincided with major Nvidia stock holdings and large personal trading activity by the U.S. president.
European startups
fromTechzine Global
2 months ago

Supermicro co-founder charged with smuggling AI chips

Three individuals linked to Supermicro are charged with smuggling $2.5 billion in AI technology to China through Taiwan and Southeast Asia.
World news
from24/7 Wall St.
1 week ago

Trump Bought Up to $5 Million of Nvidia Stock -- Then OK'd AI Export Deals That Sent Shares Soaring

Advanced AI chip export approvals to China coincided with major Nvidia stock holdings and large personal trading activity by the U.S. president.
European startups
fromTechzine Global
2 months ago

Supermicro co-founder charged with smuggling AI chips

Three individuals linked to Supermicro are charged with smuggling $2.5 billion in AI technology to China through Taiwan and Southeast Asia.
Science
fromFortune
1 week ago

I helped design the original Tesla battery. Here's how America can lead the world again | Fortune

China’s graphite export controls could rapidly halt U.S. battery supply chains, making next-generation materials leadership necessary.
Artificial intelligence
fromAxios
1 week ago

Trump's China trip collides with AI security fears

The U.S. and China plan leader-level talks on AI guardrails, but trust and shared security norms remain uncertain amid cyber and intelligence competition.
World politics
fromwww.aljazeera.com
1 week ago

Can China counter US sanctions with its trade power?

China orders companies to ignore US sanctions and expands export controls on rare earths and critical technology, intensifying US-China economic rivalry.
European startups
fromTNW | Nvidia
2 weeks ago

US suspects Thailand's OBON Corp helped smuggle NVIDIA chips to Alibaba

OBON Corp. is alleged to have helped reroute Nvidia-equipped Supermicro servers into China, involving Alibaba, using falsified paperwork and dummy hardware.
#super-micro-computer
fromFortune
2 weeks ago
Toronto startup

Supermicro CEO insists 'no one' beyond indicted employees were involved in alleged $2.5 billion smuggling scheme | Fortune

from24/7 Wall St.
2 months ago
Tech industry

Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner

Super Micro Computer's stock dropped 27% after federal charges against associates for smuggling AI servers to China, highlighting governance risks.
from24/7 Wall St.
2 months ago
Tech industry

Super Micro Tanks 22% as Co-Founder Arrested in $2.5 Billion AI Chip Smuggling Ring

Super Micro Computer shares fell 22% after arrests of co-founder and others for smuggling $2.5 billion in banned GPUs to China.
Business
from24/7 Wall St.
2 weeks ago

Super Micro's Earnings Surprise Points to an Upside and We'd Buy the Dip Now

Super Micro Computer shows strong earnings and guidance despite export-control challenges, with a price target of $33.71 indicating potential upside.
Toronto startup
fromFortune
2 weeks ago

Supermicro CEO insists 'no one' beyond indicted employees were involved in alleged $2.5 billion smuggling scheme | Fortune

Super Micro Computer's CEO asserts only three indicted employees were involved in alleged export violations, boosting stock by 18% after earnings call.
Tech industry
from24/7 Wall St.
2 months ago

Super Micro Craters 27%, Dell Rises 5%: The AI Server Market Just Got a New Front-Runner

Super Micro Computer's stock dropped 27% after federal charges against associates for smuggling AI servers to China, highlighting governance risks.
Tech industry
from24/7 Wall St.
2 months ago

Super Micro Tanks 22% as Co-Founder Arrested in $2.5 Billion AI Chip Smuggling Ring

Super Micro Computer shares fell 22% after arrests of co-founder and others for smuggling $2.5 billion in banned GPUs to China.
European startups
fromEntrepreneur
3 weeks ago

Meta Thought It Had a $2 Billion Deal for AI Startup Manus - Then China Said No

China's National Development and Reform Commission blocked Meta's $2 billion acquisition of Manus due to concerns over export controls and technology transfer laws.
#supermicro
fromFortune
1 month ago
Toronto startup

Supermicro launches probe after co-founder's arrest on charges of $2.5 billion in chip smuggling | Fortune

fromFortune
1 month ago
Toronto startup

Supermicro launches probe after co-founder's arrest on charges of $2.5 billion in chip smuggling | Fortune

Intellectual property law
fromNextgov.com
1 month ago

Tech bills of the week: Limiting adversaries' access to US tech; and boosting cyber apprenticeships

New legislation aims to strengthen U.S. export controls on sensitive technologies to prevent adversaries from exploiting them for economic gain.
Business
from24/7 Wall St.
1 month ago

Fidelity Blue Chip Growth Is Down 11.67% in 2026. What Comes Next Depends on This.

Fidelity Blue Chip Growth ETF has declined 11.67% year-to-date, impacted by macroeconomic factors and heavy concentration in mega-cap stocks.
Tech industry
from24/7 Wall St.
2 months ago

Is Nvidia Giving Up on China? This Move Suggests It Is -- For Now.

Nvidia halts H200 chip production for China and redirects manufacturing capacity to its newer Vera Rubin platform amid prolonged U.S.-China trade tensions and regulatory obstacles.
US politics
fromwww.mercurynews.com
2 months ago

US senators press Intel over ties to firm with sanctioned units

Six bipartisan senators demand Intel explain its relationship with blacklisted semiconductor equipment maker ACM Research due to national security concerns involving Chinese military-connected companies.
Tech industry
fromSilicon Canals
2 months ago

NVIDIA's $5.5B China chip sale happened the same week Washington tightened export controls. The timing wasn't coincidental - Silicon Canals

NVIDIA sold $5.5 billion in H20 chips to China during a predictable regulatory window, exploiting the gap between policy announcement and enforcement through legally compliant strategic timing.
Miscellaneous
fromwww.aljazeera.com
2 months ago

Zimbabwe imposes ban on exports of all raw minerals and lithium concentrate

Zimbabwe immediately banned all raw mineral and lithium concentrate exports to enforce local processing and combat export malpractices.
#china
US politics
fromwww.mercurynews.com
3 months ago

Opinion: Trump risks US innovation and security if he sells China advanced chips

China aims to displace U.S. global leadership through economic and technological means, prompting calls to restrict advanced chip exports and tighten national security reviews.
fromwww.mercurynews.com
3 months ago

Applied Materials to pay $252.5 million to settle US probe

Applied Materials Inc. will pay $252.5 million to settle a US Commerce Department investigation into improper exports to China, ending a yearslong saga for the largest American supplier of chipmaking machinery. The agreement resolves allegations by the Commerce Department's Bureau of Industry and Security that certain shipments to China between November 2020 and July 2022 didn't comply with export regulations, the company said in a statement Wednesday.
Silicon Valley
Tech industry
from24/7 Wall St.
3 months ago

AMD Stock is Melting Down Again-Time to Buy?

Advanced Micro Devices reported a solid fourth quarter but shares fell after a first-quarter outlook lacked the AI-driven upside investors expected, amid export-control headwinds.
fromThe Cipher Brief
3 months ago

Export Controls Backfire: The China Innovation Paradox

Instead of paralyzing China's AI sector, these controls have promoted domestic self-reliance. With no choice but to develop indigenous workarounds and architectural innovations, Chinese businesses are decoupling AI progress from sheer hardware volume. U.S. policies have undoubtedly bought time, but they have also ushered in a parallel innovation ecosystem totally independent of Western influence.
Artificial intelligence
Agriculture
fromRealagriculture
3 months ago

Policy Brief: Food as a soft power - positioning Canada for the years ahead

Food and agriculture are being weaponized through tariffs and export controls that disrupt markets and harm Canadian exporters.
#nvidia-h200
fromwww.cbc.ca
3 months ago

NDP MP calls on government to sanction Canadian companies doing business with ICE | CBC News

An NDP MP is calling on the government to take action to stop Canadian businesses from having any dealings with the U.S. Immigration and Customs Enforcement, or ICE. Heather McPherson posted a letter she penned to Prime Minister Mark Carney on X Thursday, saying that the government should consider a number of actions against Canadian companies that have business with the agency.
Canada news
Business
fromSouth China Morning Post
3 months ago

TikTok US joint venture seen resembling Apple's China iCloud deal

ByteDance retains algorithms and intellectual property and remains the largest shareholder in the US TikTok joint venture that will retrain recommendation algorithms on US data.
Artificial intelligence
fromwww.aljazeera.com
4 months ago

US House panel advances bill to give Congress authority on AI chip exports

The AI Overwatch Act would let congressional committees review and potentially block advanced AI chip export licenses to China and other adversaries within 30 days.
fromNextgov.com
4 months ago

Lawmaker worries NSF program loophole enables Chinese institutions to access US-backed computing resources

Rep. John Moolenaar, R-Mich., sent a letter Thursday to NSF interim director Brian Stone asking the agency to revoke China-linked entities' access to the Advanced Cyberinfrastructure Coordination Ecosystem: Services & Support - or ACCESS - program, according to a copy of the missive first seen by Nextgov/FCW. ACCESS is a free, nationwide collection of supercomputing systems made available to academics and other researchers. It's frequently used across U.S. institutions and national labs to assist with national security and economic research.
US politics
fromComputerworld
4 months ago

Yea or nay: Will Nvidia H200 chips go to China?

In what appears to be a case of diplomatic mind games in action, one day after the US government issued a regulation clearing the way for Nvidia to sell its H200 artificial intelligence processors to Chinese companies on a case-by-case basis, a published report has revealed Chinese custom officers have been told not to let them into the country. The ruling announced Monday by the US commerce department's Bureau of Industry and Security (BIS),
Artificial intelligence
fromTheregister
4 months ago

Congress votes to close China cloud chip export loophole

Our export controls are only as strong as the weakest link, and right now, the CCP has a real tool to sidestep these prohibitions,
US politics
World news
fromwww.dw.com
4 months ago

China squeezes Japan on dual-use exports amid Taiwan spat DW 01/07/2026

Japan condemns China’s targeted dual-use export restrictions after Tokyo remarks; China investigates imports and alleges dumping while Japan has not yet retaliated.
World news
fromFast Company
4 months ago

China-Japan relations strain as probe is launched into this chemical used for semiconductors

China opened an anti-dumping investigation into dichlorosilane from Japan and imposed export curbs amid escalating bilateral tensions tied to Taiwan-related statements and visits.
World news
fromwww.aljazeera.com
4 months ago

China bans export of dual-use items to Japan amid tensions over Taiwan

China banned exports of dual-use items to Japan citing national security and Japanese statements on Taiwan; Japan formally protested and demanded withdrawal.
fromtechcrunch.com
4 months ago

Meta's Manus news is getting different receptions in Washington and Beijing

When Benchmark led a financing round for Manus earlier this year, the investment sparked immediate controversy. U.S. Senator John Cornyn complained about the deal on X, and the investment prompted inquiries from the U.S. Treasury Department around new rules restricting American investment in Chinese AI companies. The concerns were significant enough to spur Manus's eventual relocation from Beijing to Singapore part of what drove the company's step-by-step disentanglement from China, as one Chinese professor described it on WeChat this past weekend.
World news
fromThe Verge
4 months ago

Did America just lose the AI race to China?

In 2022, Jake Sullivan, then national security adviser under President Joe Biden and a powerful figure in the White House's foreign policy team, assembled an interagency planning exercise out of the Situation Room: What were all the possible circumstances and outcomes of an AI arms race between the US and China - from trade wars to real wars, possibly even the arrival of AGI - and how would the federal government respond?
US politics
US politics
fromFortune
4 months ago

Countries must move beyond seeing AI as a race, where one side must beat the other | Fortune

AI development is not a simple zero-sum two-player race; export controls and nationalist framing mischaracterize strategic, interacting incentives and global technological diffusion.
Miscellaneous
fromwww.aljazeera.com
4 months ago

China calls on Netherlands to correct mistake' over chipmaker Nexperia

China demands the Netherlands stop efforts to control Nexperia after Dutch restrictions and a court-ordered CEO removal triggered trade tensions and chip export retaliation.
Science
fromTechzine Global
5 months ago

How close is China's EUV project to eliminating ASML's monopoly?

China appears to have developed a working prototype EUV-capable chipmaking system, potentially enabling domestically produced EUV processors by 2028.
Law
fromwww.theguardian.com
5 months ago

ICE issues deportation order for Belarusian woman extradited by FBI

FBI prosecution of Belarusian Yana Leonova for allegedly smuggling U.S. aviation parts to Russia is jeopardized by concurrent ICE deportation actions.
World news
fromAxios
5 months ago

How China is shackling Trump's cyber agenda

The Trump administration paused sanctions over China's Salt Typhoon cyber intrusions to protect trade negotiations, prioritizing economic ties over a public punitive cyber response.
fromTheregister
5 months ago

Feds bust plot to ship Nvidia H200s to China and hurt US

Nicholas J. Ganjei, U.S. Attorney for the Southern District of Texas, said: "These chips are the building blocks of AI superiority and are integral to modern military applications. The country that controls these chips will control AI technology; the country that controls AI technology will control the future." Ganjei's stark warning to anyone plotting to send Nvidia's top end chips to China came as US President Donald Trump gave the green light to Nvidia to ship its H200 parts to China,
US politics
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