The Trump administration is preparing stricter semiconductor export controls, building on Biden’s efforts to curb China’s technological advancements. Officials are in talks with Japan and the Netherlands to limit maintenance support for Chinese semiconductor equipment from ASML and Tokyo Electron, mirroring restrictions already imposed on U.S. chip-gear firms. Discussions include tightening Nvidia’s chip exports to China and sanctioning Chinese tech companies like Semiconductor Manufacturing International Corp. (SMIC) and ChangXin Memory Technologies. While it may take months for formal policies to take shape, early signals suggest an aggressive push to block China’s AI and military capabilities by restricting access to cutting-edge semiconductor technology.
My Take
These escalating chip restrictions will further strain U.S.-China tech relations, but the question is whether global semiconductor players will comply. If Japan and the Netherlands hesitate, China could still find loopholes—turning this into a battle of enforcement rather than policy.
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Credit: Bloomberg
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