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Tag: export controls

Aerial view of the Baiyun Ebo rare earth and iron ore mine in Inner Mongolia, China
Posted inGeopolitics

China’s rare earth crackdown locks in a sixfold price surge and tightens global supply

by newanalytica11 July 2026

China’s July 2026 enforcement push on strategic mineral export controls has sent neodymium prices sixfold higher and left European firms with below-25% licensing approval rates.

US Capitol Building in Washington DC, seat of the US Congress
Posted inTech

House panel clears bill to subject AI chip exports to weapons-sale review

by newanalytica21 June 2026

The House Foreign Affairs Committee advanced the AI OVERWATCH Act 42–2–1, a bill that would require congressional review of advanced chip exports to adversaries and ban Nvidia Blackwell sales to China for two years.

Nvidia corporate sign outside headquarters campus in Santa Clara California
Posted inTech

Nvidia faces Warren’s chip-diversion deadline today as DOJ indictments pile up

by newanalytica18 June 2026

June 18 is the deadline Senator Warren set for Nvidia to explain why DOJ indictments allege $670 million in GPU diversions to China that CEO Jensen Huang said never happened.

Nvidia corporate sign outside headquarters campus in Santa Clara, California
Posted inTech

Nvidia declines Senate hearing as Warren sets June 18 deadline on chip diversion probe

by newanalytica15 June 2026

Senator Elizabeth Warren has set a June 18 deadline for Nvidia to explain its export control compliance after CEO Jensen Huang declined a Senate hearing invitation and DOJ alleged $510 million in diverted AI chips.

Technician working on server rack at NERSC data center
Posted inTech

US orders Anthropic to cut off Fable 5 and Mythos 5 for all foreign nationals

by newanalytica14 June 2026

The US government issued an export control directive on 13 June 2026 ordering Anthropic to disable Fable 5 and Mythos 5 for all foreign nationals, citing a reported security jailbreak.

ZOTAC GeForce RTX 50 Series graphics processing unit
Posted inTech

Nvidia H200 sales cleared by Washington, blocked by Beijing

by newanalytica18 May 2026

The U.S. approved H200 chip sales to ten Chinese firms including Alibaba, Tencent, and ByteDance — up to 75,000 chips each — but not a single unit has shipped as Beijing steers buyers away from American hardware.

Trump's January chip order rewrites the rules on AI hardware exports
Posted inTech

Trump’s January chip order rewrites the rules on AI hardware exports

by newanalytica14 May 202614 May 2026

A January 2026 presidential proclamation imposing a 25 percent tariff on imported AI chips, combined with a BIS rule shifting export review of advanced chips from presumption of denial to case-by-case, has restructured who can buy the most powerful AI hardware and on what terms.

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