Taiwan Weighs China AI Chip Export Controls in Line With U.S. Measures

The U.S. Commerce Department had planned a global export licensing system for advanced AI chips that would subject overseas sales by companies including NVIDIA and AMD to review, tightening oversight of data centers and AI computing infrastructure. Because those companies depend heavily on international markets, the proposed rules could have delayed shipments and increased revenue uncertainty, weighing on semiconductor shares.

After news of the proposal emerged, investors worried that sales of advanced AI chips from NVIDIA and AMD might require case-by-case licenses, sending both companies' shares lower at one point during the session. However, the latest reports said the Commerce Department subsequently withdrew the draft, leaving the proposed comprehensive licensing regime on hold. Publicly available information did not specify the withdrawal date, the size of the share-price declines or the value of sales that could have been affected.