// Global Analysis Archive
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from a presumption of denial to case-by-case licensing under strict supply, end-use, downstream access, and independent testing requirements. In parallel, a Section 232 action imposes a targeted 25% tariff on semiconductors aligned to similar thresholds while leaving room for broader tariff escalation.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from presumptive denial to case-by-case licensing, contingent on strict supply, end-use, downstream access, and independent testing requirements. A parallel Section 232 action imposes a 25% tariff on semiconductors at the same performance thresholds while preserving carve-outs for specified domestic uses and leaving room for broader tariff escalation.
A BIS final rule effective January 15, 2026 shifts licensing for a narrow band of advanced AI chips to China and Macau from a presumption of denial to case-by-case review under stringent certification and independent testing requirements. The change coincides with a targeted 25% Section 232 tariff action using similar performance thresholds, signaling a coordinated trade-and-security posture.
A BIS final rule effective January 15, 2026 shifts certain sub-threshold advanced AI chips destined for China and Macau from a presumption of denial to case-by-case licensing, contingent on stringent supply, end-use, and independent testing certifications. A parallel Section 232 action imposes a 25% tariff on semiconductors with similar thresholds, signaling a coordinated export-control and trade-policy posture.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from a presumption of denial to case-by-case licensing, contingent on strict supply, end-use, downstream access, and independent testing certifications. In parallel, the US announced a targeted 25% Section 232 tariff on semiconductors aligned to similar performance thresholds, while signaling potential future expansion depending on negotiations.
The source outlines how the EAR framework governs exports, reexports, and in-country transfers to China, emphasizing heightened due diligence challenges linked to military-civil fusion and end-use ambiguity. It highlights major control expansions from 2022 through 2024 targeting advanced computing and semiconductor manufacturing, alongside stronger screening, verification, and entity-based restrictions.
The source outlines an increasingly stringent U.S. export-control environment for China-linked transactions under the EAR, emphasizing end-use/end-user diligence, licensing, and enforcement through end-use checks. Controls expanded through December 2024 for advanced computing and semiconductor manufacturing, including new FDP rules and restrictions affecting PRC-headquartered firms worldwide.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from a presumption of denial to case-by-case licensing under strict supply, end-use, downstream access, and independent testing requirements. In parallel, a Section 232 action imposes a targeted 25% tariff on semiconductors aligned to similar thresholds while leaving room for broader tariff escalation.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from presumptive denial to case-by-case licensing, contingent on strict supply, end-use, downstream access, and independent testing requirements. A parallel Section 232 action imposes a 25% tariff on semiconductors at the same performance thresholds while preserving carve-outs for specified domestic uses and leaving room for broader tariff escalation.
A BIS final rule effective January 15, 2026 shifts licensing for a narrow band of advanced AI chips to China and Macau from a presumption of denial to case-by-case review under stringent certification and independent testing requirements. The change coincides with a targeted 25% Section 232 tariff action using similar performance thresholds, signaling a coordinated trade-and-security posture.
A BIS final rule effective January 15, 2026 shifts certain sub-threshold advanced AI chips destined for China and Macau from a presumption of denial to case-by-case licensing, contingent on stringent supply, end-use, and independent testing certifications. A parallel Section 232 action imposes a 25% tariff on semiconductors with similar thresholds, signaling a coordinated export-control and trade-policy posture.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from a presumption of denial to case-by-case licensing, contingent on strict supply, end-use, downstream access, and independent testing certifications. In parallel, the US announced a targeted 25% Section 232 tariff on semiconductors aligned to similar performance thresholds, while signaling potential future expansion depending on negotiations.
The source outlines how the EAR framework governs exports, reexports, and in-country transfers to China, emphasizing heightened due diligence challenges linked to military-civil fusion and end-use ambiguity. It highlights major control expansions from 2022 through 2024 targeting advanced computing and semiconductor manufacturing, alongside stronger screening, verification, and entity-based restrictions.
The source outlines an increasingly stringent U.S. export-control environment for China-linked transactions under the EAR, emphasizing end-use/end-user diligence, licensing, and enforcement through end-use checks. Controls expanded through December 2024 for advanced computing and semiconductor manufacturing, including new FDP rules and restrictions affecting PRC-headquartered firms worldwide.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-1426 | BIS Opens Narrow Case-by-Case Export Channel for Mid-Tier AI Chips to China/Macau, Paired with Targeted Section 232 Tariffs | BIS | 2026-02-20 | 0 | ACCESS » |
| RPT-1410 | BIS Opens Narrow Case-by-Case Path for Sub-Threshold AI Chip Exports to China/Macau, Paired with Section 232 Tariff Leverage | BIS | 2026-02-20 | 0 | ACCESS » |
| RPT-1189 | BIS Opens Narrow Case-by-Case Path for Certain AI Chip Exports to China/Macau, Paired with Strict Supply and Access Controls | BIS | 2026-02-15 | 0 | ACCESS » |
| RPT-1110 | BIS Opens Narrow Case-by-Case Path for AI Chip Exports to China/Macau, Paired With Strict Controls and Parallel Tariffs | BIS | 2026-02-13 | 0 | ACCESS » |
| RPT-1013 | BIS Opens Narrow Case-by-Case Export Channel for Mid-Tier AI Chips to China and Macau, Paired With Targeted Section 232 Tariffs | BIS | 2026-02-12 | 0 | ACCESS » |
| RPT-759 | U.S. Export Controls on China: Expanding Technology Restrictions and Rising End-Use Compliance Complexity | Export Controls | 2025-07-19 | 0 | ACCESS » |
| RPT-551 | U.S. Export Controls on China: Compliance Tightens Around Advanced Computing, Semiconductors, and End-Use Risk | Export Controls | 2024-10-11 | 0 | ACCESS » |