{ "data_version": "1", "schema": "https://whatledto.com/data", "id": "us-department-of-commerce", "name": "U.S. Department of Commerce", "kind": "regulator", "url": "https://whatledto.com/who/us-department-of-commerce", "description": "Writes and enforces the export controls on advanced chips through its Bureau of Industry and Security, and administers CHIPS Act awards.", "same_as": [ "https://en.wikipedia.org/wiki/United_States_Department_of_Commerce", "https://www.commerce.gov/" ], "timelines": [ { "slug": "intel-foundry-18a", "title": "Intel Foundry and 18A: From IDM 2.0 to a Government-Owned Stake", "url": "https://whatledto.com/events/intel-foundry-18a", "json": "https://whatledto.com/events/intel-foundry-18a.json", "role": "Administered Intel's CHIPS Act award, part of whose unpaid funding was converted into the U.S. government's Intel equity stake.", "entries": 3, "updated_at": "2026-10-22T03:14:17.271017+00:00" }, { "slug": "tsmc-arizona-fabs", "title": "TSMC Arizona: From a $12 Billion Fab to a $265 Billion Gigafab Cluster", "url": "https://whatledto.com/events/tsmc-arizona-fabs", "json": "https://whatledto.com/events/tsmc-arizona-fabs.json", "role": "Finalized up to US$6.6 billion in CHIPS Act direct funding for TSMC Arizona.", "entries": 4, "updated_at": "2026-10-22T03:08:39.841148+00:00" }, { "slug": "anthropic-model-releases", "title": "Anthropic's Claude: From the Claude 3 Family to a Model the Government Switched Off", "url": "https://whatledto.com/events/anthropic-model-releases", "json": "https://whatledto.com/events/anthropic-model-releases.json", "role": "The department whose June 2026 export-control action imposed a license requirement affecting Fable 5 and Mythos 5 distribution.", "entries": 2, "updated_at": "2026-10-14T06:38:55.835554+00:00" }, { "slug": "hbm-memory-supply", "title": "HBM Supply Race: SK hynix, Samsung and Micron from HBM3E to HBM4E", "url": "https://whatledto.com/events/hbm-memory-supply", "json": "https://whatledto.com/events/hbm-memory-supply.json", "role": "Offered proposed CHIPS Act funding and loans for SK hynix’s Indiana advanced-packaging facility.", "entries": 1, "updated_at": "2026-10-14T05:44:42.508947+00:00" }, { "slug": "amd-china-export-controls", "title": "US Export Controls on AMD's AI Chips in China: From the MI250 License to MI308 and MI325X", "url": "https://whatledto.com/events/amd-china-export-controls", "json": "https://whatledto.com/events/amd-china-export-controls.json", "role": "Department that imposed the advanced-computing controls and has issued or reviewed AMD licenses.", "entries": 12, "updated_at": "2026-10-14T02:01:40.262749+00:00" }, { "slug": "nvidia-china-export-controls", "title": "US Export Controls on Nvidia AI Chips to China: A100 to H20 to H200", "url": "https://whatledto.com/events/nvidia-china-export-controls", "json": "https://whatledto.com/events/nvidia-china-export-controls.json", "role": "Department responsible for the export-control actions and later licensing decisions affecting Nvidia and AMD chips.", "entries": 11, "updated_at": "2026-10-14T02:01:40.262749+00:00" } ], "entries": [ { "timeline": "nvidia-china-export-controls", "id": 1472, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1472", "date": "2026-09-18", "date_precision": "day", "title": "Moolenaar asks Trump to tighten AI controls before the Xi summit", "summary": "Ahead of Trump's meeting with Xi Jinping, House Select Committee on China chairman John Moolenaar wrote to the president asking him to slow China's AI development by strengthening controls on advanced AI products, closing the cloud-service loopholes that let Chinese companies dodge them, and halting exports of American and allied semiconductor-manufacturing technology. The letter argued the PRC is not a long-term market for American AI because Beijing is refusing to let its own labs legally buy American technology.", "type": "response", "entities": [ "John Moolenaar", "House Select Committee on China", "Donald Trump", "People’s Republic of China", "U.S. Department of Commerce" ], "parties": [ "john-moolenaar", "house-select-committee-on-china", "donald-trump", "peoples-republic-of-china", "us-department-of-commerce" ], "sources": [ { "url": "https://chinaselectcommittee.house.gov/media/press-releases/trump-can-reinforce-longstanding-leadership-on-china-policy-to-advance-national-security", "outlet": "Select Committee on the CCP", "published": "2026-09-18", "quote": "The correct response is to slow down PRC AI development as much as possible by strengthening controls on advanced AI products, cutting off cloud services loopholes that allow PRC companies to easily dodge these restrictions, and most importantly, stopping exports of American and allied semiconductor manufacturing technology that the PRC needs for its plan to work." } ] }, { "timeline": "amd-china-export-controls", "id": 1362, "url": "https://whatledto.com/events/amd-china-export-controls#n1362", "date": "2026-09-02", "date_precision": "day", "title": "Lutnick says export-control easing is not expected at summit", "summary": "AsiaToday reported that Howard Lutnick told CNBC on September 2 that he did not expect export-control easing to be on the summit agenda. NationPress, published September 3, quoted him as saying that Donald Trump had offered China H200 chips and equivalent chips from AMD and other suppliers.", "type": "response", "entities": [ "Howard Lutnick", "U.S. Department of Commerce", "Donald Trump", "AMD", "H200" ], "parties": [ "howard-lutnick", "us-department-of-commerce", "donald-trump", "amd", "h200" ], "sources": [ { "url": "https://www.nationpress.com/international/china-spurns-trumps-ai-chip-offer-lutnick", "outlet": "NationPress", "published": "2026-09-03", "quote": "“President Trump made an offer to sell H200 chips and video chips to China, and they’re equivalent from AMD and others.”" }, { "url": "https://en.asiatoday.co.kr/view.php?key=20260904001004177", "outlet": "AsiaToday", "published": "2026-09-04", "quote": "“Asked about the possibility of including the easing of export controls on the summit agenda during a video interview with U.S. financial news outlet CNBC on the 2nd, Secretary Lutnick responded, \"No, I don't believe so.\"”" } ] }, { "timeline": "nvidia-china-export-controls", "id": 1582, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1582", "date": "2026-09", "date_precision": "month", "title": "NVIDIA and AMD lobby against additional China chip restrictions", "summary": "Politico reported that NVIDIA and AMD urged the Trump administration to discourage lawmakers from including China-related chip-export restrictions in the annual defense policy bill. The reported outreach sought to prevent the proposed restrictions from being added to that bill.", "type": "response", "entities": [ "Nvidia", "AMD", "Donald Trump", "U.S. government", "U.S. Department of Commerce", "U.S. Congress" ], "parties": [ "nvidia", "amd", "donald-trump", "us-government", "us-department-of-commerce", "us-congress" ], "sources": [ { "url": "https://www.benzinga.com/markets/tech/26/09/62048777/nvidia-amd-lobby-trump-administration-to-halt-potential-chip-export-restrictions-to-china-report", "outlet": "Benzinga, reporting Politico", "published": "2026-09-29", "quote": "The firms are urging the administration to discourage lawmakers from including China-related chip export restrictions in the annual defense policy bill, as per the report." } ] }, { "timeline": "nvidia-china-export-controls", "id": 64, "url": "https://whatledto.com/events/nvidia-china-export-controls#n64", "date": "2026-07-14", "date_precision": "day", "title": "US official says limited H200 shipments to China have begun", "summary": "BIS Under Secretary Jeffrey Kessler told Congress that H200 chips had been shipped to China or Hong Kong. He said the number of chips shipped to date was very few.", "type": "shipment", "entities": [ "U.S. Department of Commerce", "Jeffrey Kessler", "Nvidia", "H200", "China", "Hong Kong" ], "parties": [ "us-department-of-commerce", "jeffrey-kessler", "nvidia", "h200", "china", "hong-kong" ], "sources": [ { "url": "https://ca.finance.yahoo.com/news/us-official-says-shipments-h200-145442006.html", "outlet": "Reuters via Yahoo Finance", "published": "2026-07-14", "quote": "A top U.S. official told Congress on Tuesday that \"very few\" Nvidia H200 chips to date have been shipped to China or Hong Kong." } ] }, { "timeline": "anthropic-model-releases", "id": 1218, "url": "https://whatledto.com/events/anthropic-model-releases#n1218", "date": "2026-06-18", "date_precision": "day", "title": "House members seek explanation of controls on Fable 5 and Mythos 5", "summary": "Four U.S. House members asked the U.S. Department of Commerce to explain its June 12 export-control action. The letter said the action imposed a license requirement on public distribution of a frontier AI model.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "Sam Liccardo", "Jay Obernolte", "Scott Franklin", "Ted Lieu", "Claude Fable 5", "Claude Mythos 5" ], "parties": [ "us-department-of-commerce", "sam-liccardo", "jay-obernolte", "scott-franklin", "ted-lieu", "claude-fable-5", "claude-mythos-5" ], "sources": [ { "url": "https://liccardo.house.gov/sites/evo-subsites/liccardo.house.gov/files/evo-media-document/6.18.26-letter-to-commerce-department-on-frontier-model-export-controls.pdf", "outlet": "U.S. House of Representatives, Reps. Liccardo, Obernolte, Franklin and Lieu", "published": "2026-06-18", "quote": "On June 12, 2026, the Department of Commerce took action to impose a license requirement on the public distribution of a frontier artificial intelligence (AI) model pursuant to its authorities under the Export Control Reform Act of 2018." } ] }, { "timeline": "anthropic-model-releases", "id": 1201, "url": "https://whatledto.com/events/anthropic-model-releases#n1201", "date": "2026-06-12", "date_precision": "day", "title": "The US government orders Anthropic to cut off access to Fable 5 and Mythos 5", "summary": "Citing national security authorities, the government issued an export control directive covering the company's two most capable models. Because the order turned on the nationality of the user rather than their location, Anthropic disabled both models for everyone.", "type": "regulatory", "entities": [ "Anthropic", "U.S. Department of Commerce" ], "parties": [ "anthropic", "us-department-of-commerce" ], "sources": [ { "url": "https://www.anthropic.com/news/fable-mythos-access", "outlet": "Anthropic", "published": "2026-06-12", "quote": "The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance." } ] }, { "timeline": "nvidia-china-export-controls", "id": 63, "url": "https://whatledto.com/events/nvidia-china-export-controls#n63", "date": "2026-05", "date_precision": "month", "title": "Reuters reports US approval of H200 sales to about 10 Chinese firms", "summary": "Reuters reported that the United States had cleared roughly 10 Chinese companies to buy H200 chips. The report said deals had stalled and deliveries had not begun.", "type": "report", "entities": [ "U.S. Department of Commerce", "Nvidia", "H200", "Alibaba", "Tencent", "ByteDance", "JD.com", "Lenovo", "Foxconn" ], "parties": [ "us-department-of-commerce", "nvidia", "h200", "alibaba", "tencent", "bytedance", "jdcom", "lenovo", "foxconn" ], "sources": [ { "url": "https://finance.yahoo.com/sectors/technology/articles/exclusive-us-clears-h200-chip-054811582.html", "outlet": "Reuters via Yahoo Finance", "published": "2026-05-14", "quote": "Despite U.S. approval, deals have stalled, as Chinese firms pulled back after guidance from Beijing, one source said." } ] }, { "timeline": "amd-china-export-controls", "id": 566, "url": "https://whatledto.com/events/amd-china-export-controls#n566", "date": "2026-02-03", "date_precision": "day", "title": "10-K: the 15 percent is an 'expectation' with no regulation behind it, and could invite litigation", "summary": "In its annual report AMD disclosed that it had begun MI308 shipments at the end of fiscal 2025, that net export-control charges for the year came to about $440 million after the reversal, and that US officials expected 15 percent of licensed MI308 revenue although no rule establishing the requirement had been published. It warned that any such demand could subject the company to litigation and favour competitors not bound by the arrangement.", "type": "financial", "entities": [ "AMD", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248826000018/amd-20251227.htm", "outlet": "AMD Form 10-K (SEC)", "published": "2026-02-03", "quote": "U.S. government officials have expressed an expectation that the U.S. government will receive 15% of the revenue generated from licensed MI308 sales to China; however, to date, the U.S. government has not published a regulation establishing such requirement." } ] }, { "timeline": "amd-china-export-controls", "id": 567, "url": "https://whatledto.com/events/amd-china-export-controls#n567", "date": "2026-02", "date_precision": "month", "title": "AMD receives some MI325 licenses for China, with a US inspection and a 25 percent tariff on the round trip", "summary": "AMD's first-quarter 10-Q disclosed that in February 2026 the US government granted some licenses to ship MI325 products to certain China-based customers under the January policy. Each chip must first pass an inspection in the United States, which makes it subject to a 25 percent tariff on importation for that inspection, and AMD said it did not yet know whether China would allow the imports.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "MI325X" ], "parties": [ "amd", "us-department-of-commerce", "mi325x" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/0000002488/000000248826000076/amd-20260328.htm", "outlet": "AMD Form 10-Q (SEC)", "published": "2026-05-06", "quote": "In February 2026, the U.S. government granted us some export licenses authorizing us to ship our AMD Instinct MI325 products to certain China-based customers. We do not yet know whether any imports of MI325 products will be allowed into China." } ] }, { "timeline": "amd-china-export-controls", "id": 564, "url": "https://whatledto.com/events/amd-china-export-controls#n564", "date": "2026-01-13", "date_precision": "day", "title": "BIS moves the MI325X, alongside Nvidia's H200, to case-by-case review with security conditions", "summary": "Following Trump's December 8 decision to allow H200-class sales to approved Chinese customers, BIS revised its licensing policy so that applications for the H200, the AMD MI325X and similar chips are reviewed case by case rather than under a presumption of denial. Applicants must show exports will not shrink capacity available to US customers, that the buyer screens its own customers, and that the chips pass independent third-party testing in the United States.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Nvidia", "Donald Trump", "MI325X" ], "parties": [ "us-department-of-commerce", "amd", "nvidia", "donald-trump", "mi325x" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "Bureau of Industry and Security", "published": "2026-01-13", "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met." } ] }, { "timeline": "nvidia-china-export-controls", "id": 59, "url": "https://whatledto.com/events/nvidia-china-export-controls#n59", "date": "2026-01-13", "date_precision": "day", "title": "BIS moves H200 and MI325X exports to China to case-by-case review with security conditions", "summary": "BIS revised its license review policy so that applications to export Nvidia H200, AMD MI325X and similar\nchips to China are reviewed case by case if the exporter shows no reduction in capacity for U.S.\ncustomers, the Chinese buyer has export-compliance screening, and the product passed independent\nthird-party testing in the United States. The rule took effect on publication.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "Nvidia", "AMD", "H200" ], "parties": [ "us-department-of-commerce", "nvidia", "amd", "h200" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "Bureau of Industry and Security", "published": "2026-01-13", "quote": "BIS will now review export license applications for the Nvidia H200, AMD MI325X, and similar chips on a case-by-case basis provided certain security requirements are met." } ] }, { "timeline": "nvidia-china-export-controls", "id": 58, "url": "https://whatledto.com/events/nvidia-china-export-controls#n58", "date": "2025-12-08", "date_precision": "day", "title": "Trump allows H200 sales to approved Chinese customers with a 25 percent cut for the US", "summary": "The Trump administration reversed course and said Nvidia could sell its H200 to approved commercial\ncustomers in China vetted by the Commerce Department, with 25 percent of the revenue going to the U.S.\ngovernment. Nvidia welcomed the decision.", "type": "regulatory", "entities": [ "Donald Trump", "Nvidia", "H200", "U.S. Department of Commerce" ], "parties": [ "donald-trump", "nvidia", "h200", "us-department-of-commerce" ], "sources": [ { "url": "https://www.theregister.com/2025/12/09/nvidia_h200s_china_ai", "outlet": "The Register", "published": "2025-12-09", "quote": "Offering H200 to approved commercial customers, vetted by the Department of Commerce, strikes a thoughtful balance that is great for America." }, { "url": "https://www.bis.gov/press-release/department-commerce-revises-license-review-policy-semiconductors-exported-china", "outlet": "U.S. Bureau of Industry and Security", "published": "2026-01-13", "quote": "Today’s rule follows President Trump’s December 8, 2025 announcement that the United States will allow the H200 and similar products to be shipped to approved customers in China to strengthen national security." } ] }, { "timeline": "intel-foundry-18a", "id": 80, "url": "https://whatledto.com/events/intel-foundry-18a#n80", "date": "2025-08-22", "date_precision": "day", "title": "US government takes a 9.9 percent stake in Intel for US$8.9 billion, funded from unpaid CHIPS grants", "summary": "Intel agreed to sell the U.S. government 433.3 million new shares at US$20.47 each, a 9.9 percent stake,\npaid for with US$5.7 billion of CHIPS Act grants that had been awarded but not disbursed and US$3.2\nbillion from the Secure Enclave program. The stake is passive, with no board seat.", "type": "financial", "entities": [ "Intel", "U.S. Department of Commerce", "Donald Trump", "Lip-Bu Tan" ], "parties": [ "intel", "us-department-of-commerce", "donald-trump", "lip-bu-tan" ], "sources": [ { "url": "https://newsroom.intel.com/corporate/intel-and-trump-administration-reach-historic-agreement", "outlet": "Intel Newsroom", "published": "2025-08-22", "quote": "Under the terms of today’s announcement, the government agrees to purchase 433.3 million primary shares of Intel common stock at a price of $20.47 per share, equivalent to a 9.9 percent stake in the company." } ] }, { "timeline": "amd-china-export-controls", "id": 559, "url": "https://whatledto.com/events/amd-china-export-controls#n559", "date": "2025-08-11", "date_precision": "day", "title": "White House confirms Nvidia and AMD will hand over 15 percent of China chip revenue for their licenses", "summary": "After the Financial Times reported the arrangement, a White House official confirmed to CBS News that Nvidia and AMD had agreed to pay the US government 15 percent of revenue from H20 and MI308 sales in China as a condition of the export licenses granted the previous week. No regulation was published, a point AMD would later flag to investors.", "type": "regulatory", "entities": [ "AMD", "Nvidia", "Donald Trump", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "nvidia", "donald-trump", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.cbsnews.com/news/nvidia-amd-chip-sales-china-15-percent-h20-mi308/", "outlet": "CBS News", "published": "2025-08-11", "quote": "U.S. chipmakers Nvidia and AMD will pay the U.S. government 15% of revenue generated by sales of their AI chips in China, a White House official confirmed to CBS News." } ] }, { "timeline": "amd-china-export-controls", "id": 557, "url": "https://whatledto.com/events/amd-china-export-controls#n557", "date": "2025-07-15", "date_precision": "day", "title": "Commerce will resume reviewing MI308 licenses; AMD says shipments will restart once approved", "summary": "The day after Nvidia said it had been assured H20 licenses would be granted, AMD said the Commerce Department would move forward with its MI308 license applications and that it planned to resume shipments as approvals came, praising the administration's trade negotiations. The stock rose more than 6 percent.", "type": "announcement", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "Donald Trump", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "donald-trump", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2025/07/15/amd-mi308-ai-chip-china.html", "outlet": "CNBC", "published": "2025-07-15", "quote": "The company said Tuesday that the U.S. Commerce Department plans to resume reviewing its license applications to send the products to the world's second-largest economy. AMD said it plans to start shipments once those are approved." } ] }, { "timeline": "nvidia-china-export-controls", "id": 49, "url": "https://whatledto.com/events/nvidia-china-export-controls#n49", "date": "2025-05-13", "date_precision": "day", "title": "Commerce rescinds the AI Diffusion rule and issues new chip guidance", "summary": "The Department of Commerce announced the rescission of the Biden-era AI Diffusion rule two days before\nits compliance date, alongside guidance on the risks of using Chinese advanced computing chips, including\nspecific Huawei Ascend parts, and on preventing diversion of U.S. chips.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "Huawei" ], "parties": [ "us-department-of-commerce", "huawei" ], "sources": [ { "url": "https://www.bis.gov/press-release/department-commerce-announces-rescission-biden-era-artificial-intelligence-diffusion-rule-strengthens", "outlet": "Bureau of Industry and Security", "published": "2025-05-13", "quote": "Today, the Department of Commerce (DOC) announced a rescission of the Biden Administration's AI Diffusion Rule, while rolling out additional steps to strengthen export controls on semiconductors worldwide." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 37, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n37", "date": "2025-04-29", "date_precision": "day", "title": "TSMC breaks ground on its third Arizona fab, slated for N2 and A16", "summary": "TSMC broke ground on its third Phoenix fab on April 29, 2025, with Commerce Secretary Howard Lutnick attending. TSMC's Arizona site page says the fab is slated for N2 and A16 process technologies.", "type": "other", "entities": [ "TSMC", "Howard Lutnick", "U.S. Department of Commerce" ], "parties": [ "tsmc", "howard-lutnick", "us-department-of-commerce" ], "sources": [ { "url": "https://www.tsmc.com/static/abouttsmcaz/index.htm", "outlet": "TSMC Arizona", "published": null, "quote": "In April 2025, TSMC broke ground on the site of the third fab, slated for N2 and A16 process technologies." }, { "url": "https://www.commerce.gov/news/press-releases/2025/04/commerce-secretary-howard-lutnick-visits-tsmc-arizona-fabrication", "outlet": "U.S. Department of Commerce", "published": "2025-04-29", "quote": "Today, U.S. Secretary of Commerce Howard Lutnick visited the Taiwan Semiconductor Manufacturing Company (TSMC) semiconductor fabrication facility in Phoenix, Arizona where the company broke ground on a third fab facility." } ] }, { "timeline": "amd-china-export-controls", "id": 555, "url": "https://whatledto.com/events/amd-china-export-controls#n555", "date": "2025-04-15", "date_precision": "day", "title": "New license requirement hits the MI308; AMD warns of up to $800 million in charges", "summary": "A day after Nvidia disclosed the H20 license requirement and a $5.5 billion charge, AMD filed an 8-K saying the same new rule covered exports of its MI308 to China, Hong Kong, Macau and other D:5 countries. It expected up to $800 million of inventory, purchase-commitment and reserve charges, said it would apply for licenses with no assurance of approval, and its shares fell more than 7 percent.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "mi308" ], "sources": [ { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248825000039/amd-20250415.htm", "outlet": "AMD Form 8-K (SEC)", "published": "2025-04-16", "quote": "The Export Control applies to the Company’s MI308 products. The Company expects to apply for licenses but there is no assurance that licenses will be granted. The Company expects that the Export Control may result in charges of up to approximately $800 million in inventory, purchase commitments and related reserves." }, { "url": "https://www.cnbc.com/2025/04/16/amd-800-million-export-us-chip-restrictions-china.html", "outlet": "CNBC", "published": "2025-04-16", "quote": "Shares of Advanced Micro Devices closed down more than 7% on Wednesday after the company said it could incur charges of up to $800 million for exporting its MI308 products to China and other countries." } ] }, { "timeline": "nvidia-china-export-controls", "id": 47, "url": "https://whatledto.com/events/nvidia-china-export-controls#n47", "date": "2025-01-13", "date_precision": "day", "title": "Biden administration issues the AI Diffusion framework with worldwide chip allocations", "summary": "BIS announced controls on advanced computing chips and certain closed AI model weights, with country\nallocations under which license applications were reviewed with a presumption of approval up to a quota\nand arms-embargoed countries such as China faced a presumption of denial regardless of quantity.", "type": "regulatory", "entities": [ "U.S. Department of Commerce" ], "parties": [ "us-department-of-commerce" ], "sources": [ { "url": "https://www.bis.gov/press-release/biden-harris-administration-announces-regulatory-framework-responsible-diffusion-advanced-artificial", "outlet": "Bureau of Industry and Security", "published": "2025-01-13", "quote": "Today, the Department of Commerce's Bureau of Industry and Security (BIS) announced controls on advanced computing chips and certain closed artificial intelligence (AI) model weights, alongside new license exceptions and updates to the Data Center Validated End User (VEU) authorization." } ] }, { "timeline": "nvidia-china-export-controls", "id": 1340, "url": "https://whatledto.com/events/nvidia-china-export-controls#n1340", "date": "2024-12-02", "date_precision": "day", "title": "BIS adds HBM, 24 equipment types and 140 entities in its third China package", "summary": "The Bureau of Industry and Security issued a third round of controls aimed at China's ability to make\nadvanced-node chips: new licence requirements on 24 types of semiconductor manufacturing equipment and three\nsoftware tools, the first controls on high-bandwidth memory, red-flag guidance aimed at diversion, and 140\nEntity List additions with 14 modifications covering Chinese tool makers, fabs and investment companies. The\npackage did not change what Nvidia could sell, but it put a licence between Chinese AI systems and the memory\nthey need, and Commerce Secretary Gina Raimondo called it the culmination of the administration's approach.", "type": "regulatory", "entities": [ "U.S. Department of Commerce" ], "parties": [ "us-department-of-commerce" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-strengthens-export-controls-restrict-chinas-capability-produce-advanced-semiconductors-military", "outlet": "Bureau of Industry and Security", "published": "2024-12-02", "quote": "The rules include new controls on 24 types of semiconductor manufacturing equipment and 3 types of software tools for developing or producing semiconductors; new controls on high-bandwidth memory (HBM); new red flag guidance to address compliance and diversion concerns; 140 Entity List additions and 14 modifications spanning PRC tool manufacturers, semiconductor fabs, and investment companies involved in advancing the PRC government's military modernization" } ] }, { "timeline": "intel-foundry-18a", "id": 76, "url": "https://whatledto.com/events/intel-foundry-18a#n76", "date": "2024-11-26", "date_precision": "day", "title": "CHIPS award finalised at US$7.86 billion, below the proposed US$8.5 billion", "summary": "Intel and the Commerce Department finalised the CHIPS Act award at up to US$7.86 billion in direct\nfunding for the Arizona, New Mexico, Ohio and Oregon projects, reduced from the March preliminary figure.", "type": "regulatory", "entities": [ "Intel", "U.S. Department of Commerce" ], "parties": [ "intel", "us-department-of-commerce" ], "sources": [ { "url": "https://download.intel.com/newsroom/archive/2025/en-us-2024-11-26-intel-biden-harris-administration-finalize-786-billion-funding-award-under-us-chips-act.pdf", "outlet": "Intel Newsroom (archive)", "published": "2024-11-26", "quote": "has awarded Intel up to $7.86 billion in direct funding" }, { "url": "https://www.intel.com/content/www/us/en/newsroom/news/intel-chips-act.html", "outlet": "Intel Corporation", "published": "2024-11-26", "quote": "Intel Corporation and the Biden-Harris Administration announced today that the U.S. Department of Commerce and Intel have reached agreement on terms to award the company up to $7.86 billion in direct funding for its commercial semiconductor manufacturing projects under the U.S. CHIPS and Science Act." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 1168, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1168", "date": "2024-11-15", "date_precision": "day", "title": "Commerce says Arizona Fab 1 yields are on par with Taiwan", "summary": "The U.S. Department of Commerce said early production yields at TSMC’s first Arizona plant were on par with similar factories in Taiwan. The statement concerned early Fab 1 production yields.", "type": "report", "entities": [ "U.S. Department of Commerce", "TSMC" ], "parties": [ "us-department-of-commerce", "tsmc" ], "sources": [ { "url": "https://www.commerce.gov/news/press-releases/2024/11/biden-harris-administration-announces-chips-incentives-award-tsmc", "outlet": "U.S. Department of Commerce", "published": "2024-11-15", "quote": "Early production yields at the first TSMC plant in Arizona are on par with similar factories in Taiwan." } ] }, { "timeline": "tsmc-arizona-fabs", "id": 1167, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n1167", "date": "2024-11-15", "date_precision": "day", "title": "Commerce finalizes up to US$6.6 billion CHIPS award for TSMC Arizona", "summary": "The U.S. Department of Commerce finalized a CHIPS Act award of up to US$6.6 billion in direct funding for TSMC Arizona. Commerce said the award supports TSMC’s planned investment of more than US$65 billion in three Phoenix fabs.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "TSMC" ], "parties": [ "us-department-of-commerce", "tsmc" ], "sources": [ { "url": "https://www.commerce.gov/news/press-releases/2024/11/biden-harris-administration-announces-chips-incentives-award-tsmc", "outlet": "U.S. Department of Commerce", "published": "2024-11-15", "quote": "The award will support the company’s planned investment of more than $65 billion in three greenfield leading-edge fabs in Phoenix, Arizona." } ] }, { "timeline": "hbm-memory-supply", "id": 140, "url": "https://whatledto.com/events/hbm-memory-supply#n140", "date": "2024-08-06", "date_precision": "day", "title": "Commerce offers SK hynix up to US$450 million in CHIPS funding for the Indiana plant", "summary": "SK hynix signed a non-binding preliminary memorandum of terms with the U.S. Department of Commerce for up\nto US$450 million in proposed direct funding and US$500 million in loans under the CHIPS and Science Act\nfor the Indiana packaging facility.", "type": "regulatory", "entities": [ "SK hynix", "U.S. Department of Commerce" ], "parties": [ "sk-hynix", "us-department-of-commerce" ], "sources": [ { "url": "https://news.skhynix.com/preliminary-mou-terms-signed-with-us-doc-for-advanced-packaging-facility-in-indiana/", "outlet": "SK hynix Newsroom", "published": "2024-08-06", "quote": "SK hynix Inc. announced today it has signed a non-binding preliminary memorandum of terms with the U.S. Department of Commerce to receive up to $450 million in proposed direct funding and access to proposed loans of $500 million as part of the CHIPS and Science Act" } ] }, { "timeline": "tsmc-arizona-fabs", "id": 27, "url": "https://whatledto.com/events/tsmc-arizona-fabs#n27", "date": "2024-04-08", "date_precision": "day", "title": "Up to US$6.6 billion in CHIPS Act funding; third fab planned; second fab moves to 2nm and 2028", "summary": "TSMC Arizona and the U.S. Department of Commerce announced a preliminary agreement for up to US$6.6\nbillion in direct CHIPS Act funding. TSMC added a third Phoenix fab for 2nm or more advanced processes by\nthe end of the decade, taking the site to more than US$65 billion. The first fab was described as on track\nfor 4nm production in the first half of 2025, and the second fab was now to produce 2nm as well as 3nm,\nwith production beginning in 2028 rather than 2026.", "type": "regulatory", "entities": [ "TSMC", "U.S. Department of Commerce" ], "parties": [ "tsmc", "us-department-of-commerce" ], "sources": [ { "url": "https://pr.tsmc.com/english/news/3122", "outlet": "TSMC Newsroom", "published": "2024-04-08", "quote": "The third fab will produce chips using 2nm or more advanced processes, with production beginning by the end of the decade." } ] }, { "timeline": "intel-foundry-18a", "id": 73, "url": "https://whatledto.com/events/intel-foundry-18a#n73", "date": "2024-03-20", "date_precision": "day", "title": "Commerce proposes up to US$8.5 billion in CHIPS Act funding for Intel, plus up to US$11 billion in loans", "summary": "Intel and the Biden administration announced preliminary terms for up to US$8.5 billion in direct CHIPS\nAct funding for projects in Arizona, New Mexico, Ohio and Oregon, eligibility for federal loans of up to\nUS$11 billion, and an investment tax credit on more than US$100 billion of qualified investment.", "type": "regulatory", "entities": [ "Intel", "U.S. Department of Commerce" ], "parties": [ "intel", "us-department-of-commerce" ], "sources": [ { "url": "https://newsroom.intel.com/corporate/intel-and-biden-admin-announce-up-to-8-5-billion-in-direct-funding-under-the-chips-act", "outlet": "Intel Newsroom", "published": "2024-03-20", "quote": "has proposed up to $8.5 billion in direct funding through the CHIPS and Science Act to advance Intel’s commercial semiconductor projects in Arizona, New Mexico, Ohio and Oregon." } ] }, { "timeline": "amd-china-export-controls", "id": 554, "url": "https://whatledto.com/events/amd-china-export-controls#n554", "date": "2024-03-05", "date_precision": "day", "title": "Bloomberg: AMD's made-for-China accelerator is still too fast and will need a license", "summary": "Bloomberg reported that the Commerce Department had declined to clear AMD's cut-down AI chip for sale in China because it remained too capable, meaning AMD would have to apply for a BIS license rather than ship under the notification route. The report was the first public sign that the MI308 would live or die by license decisions.", "type": "report", "entities": [ "AMD", "U.S. Department of Commerce", "MI308" ], "parties": [ "amd", "us-department-of-commerce", "mi308" ], "sources": [ { "url": "https://www.cnbc.com/2024/03/05/amd-reportedly-hits-us-regulatory-roadblock-for-chain-tailored-chip.html", "outlet": "CNBC", "published": "2024-03-05", "quote": "American semiconductor company Advanced Micro Devices has failed in getting a made-for-China AI chip past U.S. regulators and will need to apply for an export license, Bloomberg reported Tuesday." } ] }, { "timeline": "amd-china-export-controls", "id": 553, "url": "https://whatledto.com/events/amd-china-export-controls#n553", "date": "2023-10-17", "date_precision": "day", "title": "BIS tightens the chip rules, dropping the interconnect test that the China-specific parts relied on", "summary": "The October 2023 update replaced the interconnect-bandwidth parameter with a total processing performance and performance density test, closing the loophole that Nvidia's A800 and H800 had used, and added a notification requirement for chips just under the line. AMD's MI300 family fell above the new threshold, so any China part would have to be cut down much further.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Nvidia" ], "parties": [ "us-department-of-commerce", "amd", "nvidia" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment", "outlet": "Bureau of Industry and Security", "published": "2023-10-17", "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips." } ] }, { "timeline": "nvidia-china-export-controls", "id": 44, "url": "https://whatledto.com/events/nvidia-china-export-controls#n44", "date": "2023-10-17", "date_precision": "day", "title": "BIS tightens the chip rules, dropping the interconnect-bandwidth test that A800 and H800 were built around", "summary": "BIS released updated rules on advanced computing chips and chipmaking equipment. Among the changes it\nremoved interconnect bandwidth as a parameter for identifying restricted chips, which brought Nvidia's\nChina-specific A800 and H800 within the controls, and extended license requirements to more countries.\nNvidia's same-day filing listed A100, A800, H100, H800, L40, L40S and RTX 4090 as covered.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "Nvidia" ], "parties": [ "us-department-of-commerce", "nvidia" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-strengthens-restrictions-advanced-computing-semiconductors-semiconductor-manufacturing-equipment", "outlet": "Bureau of Industry and Security", "published": "2023-10-17", "quote": "Based on public comments, recent technological developments, and analysis of the prior rule's national security impact, the AC/S IFR removes 'interconnect bandwidth' as a parameter for identifying restricted chips." } ] }, { "timeline": "amd-china-export-controls", "id": 551, "url": "https://whatledto.com/events/amd-china-export-controls#n551", "date": "2022-10-07", "date_precision": "day", "title": "BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools", "summary": "The Commerce Department turned the August letters into a published rule: advanced computing chips above a performance and interconnect threshold, the supercomputers they feed and the equipment to make them all needed licenses for China. The thresholds caught the MI250 class and set the ceiling under which AMD, Nvidia and Intel would design China-specific parts.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Nvidia", "MI250" ], "parties": [ "us-department-of-commerce", "amd", "nvidia", "mi250" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples", "outlet": "Bureau of Industry and Security", "published": "2022-10-07", "quote": "The Department of Commerce's Bureau of Industry and Security (BIS) is implementing a series of targeted updates to its export controls as part of BIS's ongoing efforts to protect U.S. national security and foreign policy interests." } ] }, { "timeline": "nvidia-china-export-controls", "id": 43, "url": "https://whatledto.com/events/nvidia-china-export-controls#n43", "date": "2022-10-07", "date_precision": "day", "title": "BIS publishes the October 2022 rules on advanced computing chips and chipmaking tools for China", "summary": "The Bureau of Industry and Security issued a package of export controls restricting advanced computing\nchips, supercomputer and semiconductor end uses, and chipmaking equipment for China. The advanced\ncomputing and supercomputer controls took effect on October 21, 2022, turning the company-specific\nAugust letter into a general rule.", "type": "regulatory", "entities": [ "U.S. Department of Commerce" ], "parties": [ "us-department-of-commerce" ], "sources": [ { "url": "https://www.bis.gov/press-release/commerce-implements-new-export-controls-advanced-computing-semiconductor-manufacturing-items-peoples", "outlet": "Bureau of Industry and Security", "published": "2022-10-07", "quote": "The Department of Commerce's Bureau of Industry and Security (BIS) is implementing a series of targeted updates to its export controls as part of BIS's ongoing efforts to protect U.S. national security and foreign policy interests." } ] }, { "timeline": "amd-china-export-controls", "id": 550, "url": "https://whatledto.com/events/amd-china-export-controls#n550", "date": "2022-08-31", "date_precision": "day", "title": "AMD told it needs a license to ship Instinct MI250 GPUs to China", "summary": "Days after Nvidia disclosed a license requirement for the A100 and H100, AMD confirmed it had received a similar notice covering the Instinct MI250 and MI250X, while the older MI100 was unaffected. AMD said the impact on its data center business would be marginal, since most of its compute GPUs went into US and European supercomputers, and disclosed the requirement in its third-quarter 10-Q.", "type": "regulatory", "entities": [ "AMD", "U.S. Department of Commerce", "Nvidia", "MI250" ], "parties": [ "amd", "us-department-of-commerce", "nvidia", "mi250" ], "sources": [ { "url": "https://www.tomshardware.com/news/us-gpu-export-restrictions-hit-amd-chinas-tech-giants", "outlet": "Tom's Hardware", "published": "2022-09-01", "quote": "AMD has notified its Chinese operations that from now on, it will have to obtain an export license from the U.S. Department of Commerce to sell its Instinct MI250 and MI250X compute GPUs to Chinese clients, reports Nikkei citing two sources familiar with the matter. AMD has confirmed to Nikkei that it had received an alert from the DoC about a new export requirement for high-end compute GPUs." }, { "url": "https://www.sec.gov/Archives/edgar/data/2488/000000248822000170/amd-20220924.htm", "outlet": "AMD Form 10-Q (SEC)", "published": "2022-11-02", "quote": "Further, BIS has issued new requirements that prevent us from shipping MI250 and MI250X integrated circuits to China and Russia without a license, and BIS may possibly issue new licensing requirements in the future." } ] }, { "timeline": "amd-china-export-controls", "id": 549, "url": "https://whatledto.com/events/amd-china-export-controls#n549", "date": "2019-06-24", "date_precision": "day", "title": "Commerce puts AMD's China joint-venture partners Sugon and Hygon on the Entity List", "summary": "The Bureau of Industry and Security added Sugon, the Wuxi Jiangnan Institute of Computing Technology, Higon and the two Chengdu Haiguang companies that AMD had formed with Sugon's THATIC consortium in 2016 to license Zen server-CPU technology. The listing cut the venture off from US technology a week before Trump's G20 meeting with Xi Jinping, and it marked the first time Washington's China controls landed directly on AMD's business.", "type": "regulatory", "entities": [ "U.S. Department of Commerce", "AMD", "Sugon", "Hygon" ], "parties": [ "us-department-of-commerce", "amd", "sugon", "hygon" ], "sources": [ { "url": "https://www.federalregister.gov/documents/2019/06/24/2019-13245/addition-of-entities-to-the-entity-list-and-revision-of-entries-on-the-entity-list", "outlet": "Federal Register (Bureau of Industry and Security)", "published": "2019-06-24", "quote": "Sugon also is, as further described below, the majority owner of Higon, and Higon has ownership interests in Chengdu Haiguang Integrated Circuit and Chengdu Haiguang Microelectronics Technology." } ] } ], "often_with": [ { "id": "nvidia", "name": "Nvidia", "url": "https://whatledto.com/who/nvidia", "json": "https://whatledto.com/who/nvidia.json", "shared_timelines": 5 }, { "id": "us-government", "name": "U.S. government", "url": "https://whatledto.com/who/us-government", "json": "https://whatledto.com/who/us-government.json", "shared_timelines": 5 }, { "id": "amd", "name": "AMD", "url": "https://whatledto.com/who/amd", "json": "https://whatledto.com/who/amd.json", "shared_timelines": 4 }, { "id": "intel", "name": "Intel", "url": "https://whatledto.com/who/intel", "json": "https://whatledto.com/who/intel.json", "shared_timelines": 3 }, { "id": "donald-trump", "name": "Donald Trump", "url": "https://whatledto.com/who/donald-trump", "json": "https://whatledto.com/who/donald-trump.json", "shared_timelines": 3 }, { "id": "amazon-web-services", "name": "Amazon Web Services", "url": "https://whatledto.com/who/amazon-web-services", "json": "https://whatledto.com/who/amazon-web-services.json", "shared_timelines": 2 }, { "id": "microsoft", "name": "Microsoft", "url": "https://whatledto.com/who/microsoft", "json": "https://whatledto.com/who/microsoft.json", "shared_timelines": 2 }, { "id": "sk-hynix", "name": "SK hynix", "url": "https://whatledto.com/who/sk-hynix", "json": "https://whatledto.com/who/sk-hynix.json", "shared_timelines": 2 } ], "license": { "holder": "What Led To", "terms": "https://whatledto.com/methodology#reuse", "summary": "Quote entries with attribution and a link to the entry; do not republish whole timelines or train models on the text." } }