Governance and control

US expands controls on China's advanced AI-chip production

The Commerce Department imposed controls on 24 semiconductor-equipment types, three software types and high-bandwidth memory, while adding 140 entities tied to China's advanced-chip ecosystem.

CURRENT ASSESSMENT · REVISION 1
AWAY FROM DOOM55confidence 99/100

Why it moved the index

Binding and immediately effective export controls constrained access to equipment, software and HBM needed for frontier AI training and military applications. Their effect is meaningful but limited by enforcement, diversion risk and delayed compliance for some provisions.

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Assessment history

  1. R1
    Away 55 · confidence 99

    New December 2024 binding compute-control package with no durable story collision.

    12 Aug 2026