BIS Shifts Select AI Chip Exports to China/Macau to Conditional Case-by-Case Review
A January 15, 2026 BIS final rule revises licensing for certain commercially available advanced computing semiconductors (e.g., H200-class below specified thresholds) to China and Macau from a presumption of denial to case-by-case review under strict conditions. The policy embeds domestic supply safeguards, foundry-capacity non-diversion assurances, shipment ratio limits, enhanced KYC/remote-access controls, and U.S.-based third-party testing requirements.