The administration of US President Joe Biden next month is to broaden curbs on US exports to China of semiconductors used for artificial intelligence and chipmaking tools, several people familiar with the matter said.
The US Department of Commerce intends to publish new regulations based on restrictions communicated in letters earlier this year to three US companies — KLA Corp, Lam Research Corp and Applied Materials Inc, the people said, speaking on the condition of anonymity.
The letters, which the companies publicly acknowledged, forbade them from exporting chipmaking equipment to Chinese factories that produce advanced semiconductors with sub-14 nanometer processes unless the sellers obtain commerce department licenses.
Photo: EPA-EFE
The rules would also codify restrictions in department letters sent last month to Nvidia Corp and Advanced Micro Devices (AMD) instructing the firm to halt shipments of several artificial intelligence computing chips to China unless they obtain licenses.
Some of the sources said the regulations would likely include additional actions against China. The restrictions could also be changed and the rules published later than expected.
So-called “is informed” letters allow the commerce department to bypass lengthy rule-writing processes to put controls in place quickly, but the letters only apply to companies that receive them.
Turning the letters into rules would broaden their reach and could subject other US companies producing similar technology to the restrictions. The regulations could potentially apply to companies trying to challenge Nvidia and AMD’s dominance in artificial intelligence chips.
Intel Corp and start-ups such as Cerebras Systems are targeting the same advanced computing markets. Intel said it is closely monitoring the situation, while Cerebras declined to comment.
One source said the rules could also impose license requirements on shipments to China of products that contain the targeted chips. Dell Technologies, Hewlett Packard Enterprise and Super Micro Computer make data center servers that contain Nvidia’s A100 chip.
Dell and Hewlett Packard said they were monitoring the situation, while Super Micro Computer did not comment.
A spokesperson for the Commerce Department on Friday said that it is “taking a comprehensive approach” to “protect US national security and foreign policy interests,” including preventing China from acquiring US technology applicable to military modernization.
Liu Pengyu (劉鵬宇), a spokesman for the Chinese embassy in Washington, on Tuesday said that China opposes the “abuse of export control measures to restrict the export of semiconductor-related items to China.”
The upcoming restrictions contravene international trade rules, harm global growth and hurt US and Chinese companies, he said.
The planned action comes as Washington has sought to thwart China’s advances by targeting technologies where the US maintains dominance.
“The strategy is to choke off China, and they have discovered that chips are a choke point. They can’t make this stuff, they can’t make the manufacturing equipment,” said Jim Lewis, a technology expert at the Center for Strategic and International Studies.
In an update on China-related measures last week, the Chamber of Commerce, a US business lobbying group, warned members of imminent restrictions on AI chips and chipmaking tools.
“We are now hearing that members should expect a series of rules, or perhaps an overarching rule prior to the mid-term election, to codify the guidance in recently issued ‘is-informed’ letters to chip equipment and chip design companies,” the chamber said.
The group also said the agency plans to add additional Chinese supercomputing entities to a trade blacklist.
The Biden administration has been actively discussing banning exports of chipmaking tools to Chinese factories that make advanced semiconductors at the 14 nanometer node and smaller.
Tech news outlet Protocol last month reported plans to turn the letters sent to toolmakers into a regulation.
US officials have reached out to allies to lobby them to enact similar policies so that foreign companies would not be able to sell technology to China that US firms would be barred from shipping, two of the sources said.
“Coordination with allies is key to maximizing effectiveness and minimizing unintended consequences,” former White House trade official Clete Willems said. “This should favor broader regulations that others can replicate instead of one-off ‘is informed’ letters.”
ENDEAVOR MANTA: The ship is programmed to automatically return to its designated home port and would self-destruct if seized by another party The Endeavor Manta, Taiwan’s first military-specification uncrewed surface vehicle (USV) tailor-made to operate in the Taiwan Strait in a bid to bolster the nation’s asymmetric combat capabilities made its first appearance at Kaohsiung’s Singda Harbor yesterday. Taking inspiration from Ukraine’s navy, which is using USVs to force Russia’s Black Sea fleet to take shelter within its own ports, CSBC Taiwan (台灣國際造船) established a research and development unit on USVs last year, CSBC chairman Huang Cheng-hung (黃正弘) said. With the exception of the satellite guidance system and the outboard motors — which were purchased from foreign companies that were not affiliated with Chinese-funded
PERMIT REVOKED: The influencer at a news conference said the National Immigration Agency was infringing on human rights and persecuting Chinese spouses Chinese influencer “Yaya in Taiwan” (亞亞在台灣) yesterday evening voluntarily left Taiwan, despite saying yesterday morning that she had “no intention” of leaving after her residence permit was revoked over her comments on Taiwan being “unified” with China by military force. The Ministry of the Interior yesterday had said that it could forcibly deport the influencer at midnight, but was considering taking a more flexible approach and beginning procedures this morning. The influencer, whose given name is Liu Zhenya (劉振亞), departed on a 8:45pm flight from Taipei International Airport (Songshan airport) to Fuzhou, China. Liu held a news conference at the airport at 7pm,
AIR SUPPORT: The Ministry of National Defense thanked the US for the delivery, adding that it was an indicator of the White House’s commitment to the Taiwan Relations Act Deputy Minister of National Defense Po Horng-huei (柏鴻輝) and Representative to the US Alexander Yui on Friday attended a delivery ceremony for the first of Taiwan’s long-awaited 66 F-16C/D Block 70 jets at a Lockheed Martin Corp factory in Greenville, South Carolina. “We are so proud to be the global home of the F-16 and to support Taiwan’s air defense capabilities,” US Representative William Timmons wrote on X, alongside a photograph of Taiwanese and US officials at the event. The F-16C/D Block 70 jets Taiwan ordered have the same capabilities as aircraft that had been upgraded to F-16Vs. The batch of Lockheed Martin
GRIDLOCK: The National Fire Agency’s Special Search and Rescue team is on standby to travel to the countries to help out with the rescue effort A powerful earthquake rocked Myanmar and neighboring Thailand yesterday, killing at least three people in Bangkok and burying dozens when a high-rise building under construction collapsed. Footage shared on social media from Myanmar’s second-largest city showed widespread destruction, raising fears that many were trapped under the rubble or killed. The magnitude 7.7 earthquake, with an epicenter near Mandalay in Myanmar, struck at midday and was followed by a strong magnitude 6.4 aftershock. The extent of death, injury and destruction — especially in Myanmar, which is embroiled in a civil war and where information is tightly controlled at the best of times —