BIS Opens Narrow Case-by-Case Channel for Select AI Chips to China and Macau, Paired With New U.S. Transit Duty
A BIS final rule effective January 15, 2026 creates a conditional case-by-case license review pathway for certain advanced computing semiconductors exported from the United States to end users in China and Macau, subject to strict certifications, third-party U.S. testing, and remote-access safeguards. Reexports and in-country transfers remain under a presumption of denial, while a same-day proclamation imposes a 25% duty on certain foreign-made chips transiting the United States before export.