Semiconductor export controls stories

Jul 8, 2026

China Plans to Allow Top AI Firms Limited Access to Nvidia H200 Chips

China is planning to allow the country's top AI companies to buy a limited number of Nvidia's H200 chips, signaling an easing of restrictions on US technology.

Jul 8, 2026·2 sources

Jun 19, 2026

US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment

US Commerce Secretary Howard Lutnick met with ASML leadership to express concerns that one of the company's top-tier extreme ultraviolet (EUV) lithography machines may have reached China. ASML has denied ever shipping EUV equipment to China.

Jun 19, 2026·3 sources

Top claims

▪The potential allocation of under 200,000 chips is less than half of what the companies requested earlier in 2026.
▪Despite U.S. approval, Chinese officials had previously withheld their own approval in an effort to nurture domestic suppliers.
▪The U.S. government has previously allowed Nvidia to sell its H200 chips to China and licensed about 10 Chinese firms to buy them.

People involved

Howard Lutnick

Subtopics

China AI regulations Compute, chips & AI infrastructure U.S–China relations China tech & industrial strategy

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US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment

Jun 19, 2026·3 sources

Semiconductor export controls stories

China Plans to Allow Top AI Firms Limited Access to Nvidia H200 Chips

US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment

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Featured Stories

US Raises Concerns with ASML Over Possible Chinese Access to Advanced EUV Chipmaking Equipment