Semiconductors on CrossGov.com

Export Control Pressure Index Reads 33.9 as BIS Goes a Year Without an Entity List Addition and Beijing Keeps Countering

Sun, 01 Nov 2026 00:00:00 +0000

The Export Control Pressure Index, CrossGov.com’s new gauge of how hard Washington and Beijing are leaning on each other’s technology trade, reads 33.9 at the end of October 2026, in the Steady zone. The two halves of the reading point in opposite directions. On the US side the Commerce Department’s Bureau of Industry and Security has gone more than a year without adding a single company to the Entity List. On the Chinese side the Commerce Ministry has kept answering every American move, and in October it went further than it ever has with a draft list that would put large AI models under export control.

Treasury COINS Act Rule Would Ban US Investment in Chinese and Russian Superintelligence, Supercomputing and Hypersonics

Fri, 23 Oct 2026 00:00:00 +0000

The Treasury Department on October 22 proposed a rule that would stop Americans putting money into companies in China, Russia, Iran, North Korea and Cuba that build superintelligence systems, supercomputers, quantum machines, hypersonic weapons or certain biotechnology. It is the first rule written under the Comprehensive Outbound Investment National Security Act, the COINS Act, which Congress folded into the FY2026 defense bill last December. Comments close on December 7.

The proposal turns a program that started as a 2023 executive order aimed at China alone into a statute-backed regime covering five countries and six technology families. It also hardens the AI piece. Under the current rules, a US investor backing a Chinese AI developer often only had to tell Treasury about the deal. Under the new text, investing in any entity developing a “super intelligence system” is simply banned. That’s Treasury following the administration’s September decision to rename artificial intelligence, the subject of an earlier CrossGov.com column.

Semiconductor Export Controls Fragment: Nvidia H200 Licenses Stall, Nexperia Splits and China Targets Japan

Thu, 01 Oct 2026 00:00:00 +0000

On September 28, 2026, China’s Commerce Ministry confirmed what Washington had announced a few days earlier: the US–China trade truce is extended by two months, to January 10, 2027. With it goes the pause on a US rule that would have extended chip export controls to companies majority-owned by listed Chinese firms.

Two months is the new unit of semiconductor policy. Rules are issued, suspended, licensed, frozen and extended on short timers, and each government runs its own clock. For a chip company, the problem in 2026 is four or five moving regimes that don’t line up.

A US Export Rule Split Nexperia in Two: Dutch Court Probe, Chinese Asset Freeze and a Deal With India's Tata

Fri, 18 Sep 2026 00:00:00 +0000

On September 29, 2025, the US Commerce Department extended its export controls to any company at least 50% owned by a listed entity. One of the companies caught was Wingtech, the Chinese owner of Nexperia, a Dutch maker of basic car chips. Within days the Dutch government had taken control of the company, and within a week China had blocked its exports. A year later, Nexperia is effectively two companies.

Chip Subsidies Compared: US Takes an Intel Stake, EU Drafts Chips Act 2.0, Japan Funds Rapidus and Korea Legislates

Thu, 10 Sep 2026 00:00:00 +0000

In August 2025 the US government became one of Intel’s largest shareholders. It took 9.9% of the company, 433.3 million shares at $20.47 each, for $8.9 billion. The money wasn’t new. It was $5.7 billion of CHIPS Act grants Intel hadn’t yet received, plus $3.2 billion from a defense program for secure chips, converted from grants into equity.

Four years after the big chip subsidy laws, the four main manufacturing democracies outside Taiwan are spending in very different ways. Washington is turning grants into deals. Brussels is rewriting its law after admitting the target was out of reach. Tokyo is pouring money into one national champion. Seoul has moved from subsidies to legislation and funds.

US Allows Nvidia H200 Sales to China With a 25% Cut, but Shipments Stay Trivial as Beijing Blocks Imports

Sat, 29 Aug 2026 00:00:00 +0000

In January 2026 the Commerce Department’s Bureau of Industry and Security changed its rules to allow exports of Nvidia’s H200 chip, and similar parts, to approved customers in China. The rule took effect on January 15. In return the US government takes 25% of the sale value, collected through a duty when chips pass through the US for checks before export.

Eight months later, very little has shipped. Nvidia confirmed its first H200 deliveries to Chinese customers on August 27, and said China revenue remained under 1% of its data-center sales. Its guidance for the current quarter assumes no China data-center revenue at all.