U.S. Recalibrates AI Chip Controls to China with Case-by-Case Licensing and Linked Semiconductor Tariffs
A BIS final rule dated January 15, 2026 shifts certain China/Macau-bound advanced computing exports from a presumption of denial to case-by-case review, contingent on extensive certifications and a 25% fee on covered sales. A related Section 232 tariff regime on specified semiconductor articles—with broad domestic-use exceptions—appears structured to reinforce the export-control framework and incentivize U.S.-based supply-chain activity.