US Codifies Conditional AI Chip Exports to China While Imposing 25% Tariff Lever on Covered Advanced Chips
A January 2026 BIS final rule shifts certain advanced AI chip exports to China from a presumption of denial to case-by-case review, adding extensive technical, supply-chain, and end-user due diligence requirements. A parallel Presidential Proclamation imposes a 25% tariff on covered advanced chip imports intended for non-US customers, while Congress signals potential oversight and tighter guardrails.