// Global Analysis Archive
MOFCOM’s Announcement No. 1 [2026] introduces immediate export prohibitions on China-origin dual-use items destined for Japan when end-use or end-user is assessed to enhance Japan’s military capabilities. The shift to a broader intent-based standard and extraterritorial liability increases compliance and supply chain risks for advanced materials, electronics, and aerospace/maritime inputs.
China’s MOFCOM announced immediate export controls on dual-use items destined for Japan, prohibiting exports assessed as enhancing Japan’s military capabilities. The measures broaden enforcement via end-use/end-user criteria and introduce heightened extraterritorial exposure for third-country intermediaries and subsidiaries.
The source reports that in January 2026 the US moved from a presumption of denial to case-by-case licensing for exports of advanced AI chips to China, allowing NVIDIA H200 sales under testing, security, tariff, and volume-cap conditions. The policy change may narrow the US–China compute gap while increasing supply-chain uncertainty amid congressional pushback and China’s counter-leverage in critical minerals.
MOFCOM’s Announcement No. 1 [2026] imposes immediate export prohibitions on dual-use items destined for Japan when end-use or end-user is assessed as enhancing military capability. The shift toward a broad end-use/end-user standard and asserted third-party liability increases compliance and supply chain risks for Japan-linked industries.
The source reports that in January 2026 the US shifted from a presumption of denial to case-by-case licensing for exports of advanced AI chips such as NVIDIA’s H200 to China, pairing approvals with tariffs, testing, and security requirements. The document suggests the change could narrow the US–China compute gap while increasing policy uncertainty and highlighting China’s counter-leverage through critical minerals controls.
A January 2026 BIS final rule shifts certain advanced AI chip exports to China from a presumption of denial to case-by-case review, while imposing extensive technical, market-supply, and end-user due diligence certifications. A parallel Presidential Proclamation adds a 25% tariff on covered advanced AI chip imports not intended for the US supply chain, reshaping routing incentives amid congressional scrutiny and uncertain China-side demand.
Source material indicates the U.S. shifted in January 2026 from a presumption of denial to case-by-case licensing for certain advanced AI chips to China, conditioned on extensive certifications, third-party testing, and volume limits. China reportedly signaled partial de-escalation on select critical-material controls while maintaining caution through customs actions and procurement guidance.
Source reporting indicates the U.S. shifted certain advanced semiconductor exports to China and Macau to case-by-case licensing in January 2026, while imposing volume caps, supply certifications, and tariff-linked routing requirements. China reportedly paused select enhanced export licensing measures for key dual-use and rare-earth-related materials until November 27, 2026, while retaining military end-use restrictions.
MOFCOM’s Announcement No. 1 [2026] introduces immediate export prohibitions on China-origin dual-use items destined for Japan when end-use or end-user is assessed to enhance Japan’s military capabilities. The shift to a broader intent-based standard and extraterritorial liability increases compliance and supply chain risks for advanced materials, electronics, and aerospace/maritime inputs.
China’s MOFCOM announced immediate export controls on dual-use items destined for Japan, prohibiting exports assessed as enhancing Japan’s military capabilities. The measures broaden enforcement via end-use/end-user criteria and introduce heightened extraterritorial exposure for third-country intermediaries and subsidiaries.
The source reports that in January 2026 the US moved from a presumption of denial to case-by-case licensing for exports of advanced AI chips to China, allowing NVIDIA H200 sales under testing, security, tariff, and volume-cap conditions. The policy change may narrow the US–China compute gap while increasing supply-chain uncertainty amid congressional pushback and China’s counter-leverage in critical minerals.
MOFCOM’s Announcement No. 1 [2026] imposes immediate export prohibitions on dual-use items destined for Japan when end-use or end-user is assessed as enhancing military capability. The shift toward a broad end-use/end-user standard and asserted third-party liability increases compliance and supply chain risks for Japan-linked industries.
The source reports that in January 2026 the US shifted from a presumption of denial to case-by-case licensing for exports of advanced AI chips such as NVIDIA’s H200 to China, pairing approvals with tariffs, testing, and security requirements. The document suggests the change could narrow the US–China compute gap while increasing policy uncertainty and highlighting China’s counter-leverage through critical minerals controls.
A January 2026 BIS final rule shifts certain advanced AI chip exports to China from a presumption of denial to case-by-case review, while imposing extensive technical, market-supply, and end-user due diligence certifications. A parallel Presidential Proclamation adds a 25% tariff on covered advanced AI chip imports not intended for the US supply chain, reshaping routing incentives amid congressional scrutiny and uncertain China-side demand.
Source material indicates the U.S. shifted in January 2026 from a presumption of denial to case-by-case licensing for certain advanced AI chips to China, conditioned on extensive certifications, third-party testing, and volume limits. China reportedly signaled partial de-escalation on select critical-material controls while maintaining caution through customs actions and procurement guidance.
Source reporting indicates the U.S. shifted certain advanced semiconductor exports to China and Macau to case-by-case licensing in January 2026, while imposing volume caps, supply certifications, and tariff-linked routing requirements. China reportedly paused select enhanced export licensing measures for key dual-use and rare-earth-related materials until November 27, 2026, while retaining military end-use restrictions.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-1230 | China Expands Dual-Use Export Controls to Japan with Broad End-Use/End-User Test | China | 2026-02-16 | 0 | ACCESS » |
| RPT-1193 | China Expands Dual-Use Export Controls to Japan with Broad End-Use/End-User Standard | China | 2026-02-15 | 0 | ACCESS » |
| RPT-1190 | US Reopens Conditional AI Chip Exports to China, Signaling a Shift to Transactional Tech Leverage | Semiconductors | 2026-02-15 | 0 | ACCESS » |
| RPT-1182 | China Expands Dual-Use Export Controls to Japan via End-Use/End-User Restrictions | China | 2026-02-15 | 0 | ACCESS » |
| RPT-1053 | US Reopens the Door to Advanced AI Chip Sales to China Under Tightened Controls | US-China | 2026-02-13 | 0 | ACCESS » |
| RPT-715 | Managed Access, Higher Friction: US Codifies Advanced AI Chip Exports to China and Adds 25% Tariff Lever | Export Controls | 2026-02-05 | 0 | ACCESS » |
| RPT-375 | Washington Recalibrates AI Chip Controls: Conditional Access to China Paired With Tariff Pressure | Semiconductors | 2026-01-30 | 0 | ACCESS » |
| RPT-243 | Managed De-Escalation: U.S. Case-by-Case AI Chip Licensing Meets China’s Temporary Critical-Materials Pause | Semiconductors | 2026-01-27 | 0 | ACCESS » |