#Export Controls

China's CXMT is launching small-scale production of HBM3E memory for AI accelerators, despite a yield of only 20–30% and lagging behind SK hynix and Samsung by at least one generation.

China has put forward a draft ban on the export of tandem and perovskite solar cell manufacturing technologies for discussion until November 15, 2026. The restrictions will not affect finished panels, but will target the equipment and processes required for the mass production of next-generation cells.

Taiwan intends to make advanced AI chip supplies to China a criminal offense and is preparing investments of up to $4 billion in tech parks for chip and AI server production in Texas.

Supermicro published the results of its investigation into the smuggling of $2.5 billion worth of AI equipment to China: several employees were dismissed, and the company stated that senior management was unaware of the scheme.

NVIDIA is preparing a special AI chip for the Chinese market based on Groq technologies featuring LPU and large SRAM memory, attempting to stay within US export restrictions and maintain its position in the PRC.

China is preparing a counterstrike in the tech war: authorities plan to tighten export controls over AI models and chips, as well as ban the acquisition of local startups by foreigners. 🇨🇳🤖⚖️