// Global Analysis Archive
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.
CRS’s September 2025 update shows U.S.-China trade remains large, but the U.S. deficit widened in 2024 as exports fell and imports rose. Policy has shifted toward strategic competition, with durable tariffs, expanding technology and data controls, forced-labor enforcement, and rising scrutiny of investment and de minimis trade channels.
An October 2020 brief describes how U.S. semiconductor export controls combine list-based rules with stricter end-use and end-user restrictions, including entity listings and deemed export licensing. The source indicates U.S. exports to China rose through 2019—especially semiconductor manufacturing equipment—while policy tightening was beginning to alter the trajectory.
A 2020 CSET brief describes U.S. semiconductor export controls toward China as a layered system combining list-based technology controls with stricter end-use and end-user restrictions. It suggests exports rose through 2019 amid permissive licensing and declining coverage, but notes a tightening trajectory via entity listings, military end-use controls, and stricter licensing practices.
A 2020 CSET brief describes how U.S. semiconductor export controls on China combine list-based restrictions with end-use/end-user rules and entity listings, historically implemented with largely permissive licensing. The source indicates SME exports to China more than doubled from 2014–2019 amid declining control coverage, but suggests a tightening trend driven by stricter licensing, expanded military end-use controls, and heightened restrictions on major entities.
A 2020 CSET brief finds U.S. semiconductor exports to China rose through 2019, driven in part by permissive licensing and declining control coverage—especially for semiconductor manufacturing equipment. The report also highlights a shift toward tighter, more targeted restrictions via entity listings, military end-use controls, and stricter deemed export licensing.
A 2020 CSET brief describes a layered U.S. export-control regime combining list-based controls with stricter end-use/end-user and entity-based restrictions, alongside deemed-export requirements. Despite controls, U.S. semiconductor manufacturing equipment exports to China more than doubled from 2014 to 2019, though the document indicates a shift toward tighter licensing and broader restrictions.
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.
CRS’s September 2025 update shows U.S.-China trade remains large, but the U.S. deficit widened in 2024 as exports fell and imports rose. Policy has shifted toward strategic competition, with durable tariffs, expanding technology and data controls, forced-labor enforcement, and rising scrutiny of investment and de minimis trade channels.
An October 2020 brief describes how U.S. semiconductor export controls combine list-based rules with stricter end-use and end-user restrictions, including entity listings and deemed export licensing. The source indicates U.S. exports to China rose through 2019—especially semiconductor manufacturing equipment—while policy tightening was beginning to alter the trajectory.
A 2020 CSET brief describes U.S. semiconductor export controls toward China as a layered system combining list-based technology controls with stricter end-use and end-user restrictions. It suggests exports rose through 2019 amid permissive licensing and declining coverage, but notes a tightening trajectory via entity listings, military end-use controls, and stricter licensing practices.
A 2020 CSET brief describes how U.S. semiconductor export controls on China combine list-based restrictions with end-use/end-user rules and entity listings, historically implemented with largely permissive licensing. The source indicates SME exports to China more than doubled from 2014–2019 amid declining control coverage, but suggests a tightening trend driven by stricter licensing, expanded military end-use controls, and heightened restrictions on major entities.
A 2020 CSET brief finds U.S. semiconductor exports to China rose through 2019, driven in part by permissive licensing and declining control coverage—especially for semiconductor manufacturing equipment. The report also highlights a shift toward tighter, more targeted restrictions via entity listings, military end-use controls, and stricter deemed export licensing.
A 2020 CSET brief describes a layered U.S. export-control regime combining list-based controls with stricter end-use/end-user and entity-based restrictions, alongside deemed-export requirements. Despite controls, U.S. semiconductor manufacturing equipment exports to China more than doubled from 2014 to 2019, though the document indicates a shift toward tighter licensing and broader restrictions.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| 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 » |
| RPT-87 | U.S.-China Trade Enters a Securitized Era: Tariffs, Tech Controls, and Capital-Flow Friction Deepen | U.S.-China Trade | 2026-01-23 | 2 | ACCESS » |
| RPT-3943 | U.S. Semiconductor Export Controls on China: From Broad Licensing to Targeted Denial | Semiconductors | 2020-10-04 | 0 | ACCESS » |
| RPT-4522 | U.S. Semiconductor Export Controls on China: Layered Restrictions, Coverage Gaps, and Shifting Trade Trends | Export Controls | 2020-08-10 | 0 | ACCESS » |
| RPT-3833 | U.S. Semiconductor Export Controls on China: Coverage Gaps, Entity Targeting, and Shifting Trade Flows | Semiconductors | 2020-07-28 | 0 | ACCESS » |
| RPT-3850 | U.S. Semiconductor Export Controls on China: Coverage Gaps, Licensing Leverage, and the 2014–2019 Trade Surge | Semiconductors | 2019-12-22 | 0 | ACCESS » |
| RPT-4028 | U.S. Semiconductor Export Controls on China: Coverage Gaps, Licensing Dynamics, and a Tightening Trajectory | Semiconductors | 2019-07-24 | 0 | ACCESS » |