// Global Analysis Archive
A BIS final rule effective January 15, 2026 shifts licensing for a narrow band of advanced AI chips to China and Macau from a presumption of denial to case-by-case review under stringent certification and independent testing requirements. The change coincides with a targeted 25% Section 232 tariff action using similar performance thresholds, signaling a coordinated trade-and-security posture.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from a presumption of denial to case-by-case licensing, contingent on strict supply, end-use, downstream access, and independent testing certifications. In parallel, the US announced a targeted 25% Section 232 tariff on semiconductors aligned to similar performance thresholds, while signaling potential future expansion depending on negotiations.
A BIS final rule effective January 15, 2026 shifts licensing for a narrow band of advanced AI chips to China and Macau from a presumption of denial to case-by-case review under stringent certification and independent testing requirements. The change coincides with a targeted 25% Section 232 tariff action using similar performance thresholds, signaling a coordinated trade-and-security posture.
A BIS final rule effective January 15, 2026 shifts certain advanced AI chip exports to China and Macau from a presumption of denial to case-by-case licensing, contingent on strict supply, end-use, downstream access, and independent testing certifications. In parallel, the US announced a targeted 25% Section 232 tariff on semiconductors aligned to similar performance thresholds, while signaling potential future expansion depending on negotiations.
| ID | Title | Category | Date | Views | |
|---|---|---|---|---|---|
| RPT-1189 | BIS Opens Narrow Case-by-Case Path for Certain AI Chip Exports to China/Macau, Paired with Strict Supply and Access Controls | BIS | 2026-02-15 | 0 | ACCESS » |
| RPT-1013 | BIS Opens Narrow Case-by-Case Export Channel for Mid-Tier AI Chips to China and Macau, Paired With Targeted Section 232 Tariffs | BIS | 2026-02-12 | 0 | ACCESS » |