Semiconductors on CrossGov.com

Semiconductor Export Controls Fragment: Nvidia H200 Licences Stall, Nexperia Splits and China Targets Japan

Thu, 01 Oct 2026 00:00:00 +0000

On 28 September 2026 China’s Commerce Ministry confirmed what Washington had announced a few days earlier: the US–China trade truce is extended by two months, to 10 January 2027. With it goes the pause on a US rule that would have extended chip export controls to companies majority-owned by listed Chinese firms.

Two months is the new unit of semiconductor policy. Rules are issued, suspended, licensed, frozen and extended on short timers, and each government runs its own clock. For a chip company, the problem in 2026 is four or five moving regimes that don’t line up.

A US Export Rule Split Nexperia in Two: Dutch Court Probe, Chinese Asset Freeze and a Deal With India's Tata

Fri, 18 Sep 2026 00:00:00 +0000

On 29 September 2025 the US Commerce Department extended its export controls to any company at least 50% owned by a listed entity. One of the companies caught was Wingtech, the Chinese owner of Nexperia, a Dutch maker of basic car chips. Within days the Dutch government had taken control of the company, and within a week China had blocked its exports. A year later, Nexperia is effectively two companies.

Chip Subsidies Compared: US Takes an Intel Stake, EU Drafts Chips Act 2.0, Japan Funds Rapidus and Korea Legislates

Thu, 10 Sep 2026 00:00:00 +0000

In August 2025 the US government became one of Intel’s largest shareholders. It took 9.9% of the company, 433.3 million shares at $20.47 each, for $8.9 billion. The money wasn’t new. It was $5.7 billion of CHIPS Act grants Intel hadn’t yet received, plus $3.2 billion from a defence programme for secure chips, converted from grants into equity.

Four years after the big chip subsidy laws, the four main manufacturing democracies outside Taiwan are spending in very different ways. Washington is turning grants into deals. Brussels is rewriting its law after admitting the target was out of reach. Tokyo is pouring money into one national champion. Seoul has moved from subsidies to legislation and funds.

US Allows Nvidia H200 Sales to China With a 25% Cut, but Shipments Stay Trivial as Beijing Blocks Imports

Sat, 29 Aug 2026 00:00:00 +0000

In January 2026 the Commerce Department’s Bureau of Industry and Security changed its rules to allow exports of Nvidia’s H200 chip, and similar parts, to approved customers in China. The rule took effect on 15 January. In return the US government takes 25% of the sale value, collected through a duty when chips pass through the US for checks before export.

Eight months later, very little has shipped. Nvidia confirmed its first H200 deliveries to Chinese customers on 27 August, and said China revenue remained under 1% of its data-centre sales. Its guidance for the current quarter assumes no China data-centre revenue at all.