Latest news with #export restrictions
South China Morning Post
4 days ago
- Business
- South China Morning Post
How easing of AI chip controls could reshape US-China trade talks
The United States' decision to ease export restrictions on certain advanced chips – part of a broader package of trade agreements with China – is seen by experts as an early sign that high-level negotiations have steered bilateral relations in the right direction. Washington's move to resume license application reviews for Nvidia's H20 AI and Advanced Micro Devices's MI308 AI chips comes ahead of talks between senior officials from both nations in the coming weeks, despite a protracted strategic stand-off over tech and export controls. Zhuang Bo, global macro strategist at Loomis Sayles Investment Asia, said the development was a clear win for China – effectively resetting the clock to March, before rare earths became a geopolitical chokepoint. 'It signals that Beijing is inching closer to the G2-style negotiations it has long sought, framed in official rhetoric as a call for 'mutual respect and equality.'' While the reality on the ground has not changed much, the situation has not deteriorated, he added. 'Whether there will be a Xi-Trump summit later this year will be crucial. If that happens, a partial agreement is still possible.' On Tuesday, AMD said the US Department of Commerce was reviewing its licence applications to export MI308 chips to China, and that sales would resume once approved.
Bloomberg
4 days ago
- Business
- Bloomberg
ASML CFO Says Easing China AI Chip Controls Would Boost Demand
ASML Holding NV Chief Financial Officer Roger Dassen said on an earnings call Wednesday it will be 'positive for chip demand' if Washington lifts restrictions on some artificial intelligence processors. This week Nvidia Corp. said it received assurances that the US government will allow the export of some chips to the Asian nation that had previously been blocked. Advanced Micro Devices Inc., Nvidia's chief rival, followed with a similar announcement.
Malay Mail
5 days ago
- Business
- Malay Mail
China tightens export curbs on some battery technologies
BEIJING, July 15 — China tightened export restrictions on certain battery materials technologies today, as Beijing pulls ahead in the emergent sector despite its trade war with the United States. The two economic superpowers have traded barbs this year over export curbs, with Washington notably raising the threshold for selling high-end semiconductors to China. US President Donald Trump's administration has also accused Beijing of hindering exports of rare earths in retaliation against sweeping tariffs it imposed on Chinese goods. Beijing's commerce ministry announced today several adjustments to a list of technologies subject to export curbs. It marked as 'restricted' a technology for preparing battery cathode materials, meaning it cannot be exported without special permission. The ministry also added five more 'control points' to an already-restricted non-ferrous metallurgy technology involved in lithium mining and refining. 'This adjustment... is aimed at safeguarding national economic security and development interests, and promoting international economic and technological cooperation,' the ministry said. China leads the world in the production of lithium-ion batteries used to power electric vehicles—another sector in which it is a major player. Its alleged soft-pedalling on exports of rare earths—crucial materials for making electronics and other goods—came as the United States ramped up restrictions on the export of cutting-edge artificial intelligence (AI) chips to China. Beijing received a modest boost on that front today when US tech giant Nvidia said it expected to be granted a licence to sell one of its less-powerful AI chips to the Asian nation. — AFP
