Yazılar

US Lawmakers Push New Chip Export Curbs Targeting China

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A bipartisan group of U.S. lawmakers has proposed new legislation to tighten export restrictions on semiconductor manufacturing equipment destined for China, escalating efforts to maintain U.S. leadership in artificial intelligence.

The draft MATCH Act would expand controls on advanced chipmaking tools, directly impacting companies such as ASML and Nikon, which dominate key segments like deep ultraviolet (DUV) lithography systems.

The proposal specifically targets equipment used to produce advanced chips, aiming to block access for major Chinese firms including SMIC, Huawei and other leading domestic chipmakers.

Unlike previous export controls introduced through executive actions, this initiative originates in Congress and seeks to align restrictions across allied countries, ensuring foreign suppliers adhere to similar limitations as U.S. companies.

Currently, Dutch regulations already prevent ASML from exporting its most advanced chipmaking tools to China. However, the company continues to sell less advanced DUV systems. The proposed law would extend restrictions to cover these products as well, potentially cutting off a significant portion of China’s access to critical semiconductor equipment.

China has been a major market for ASML, accounting for roughly one-third of its sales in 2025, though this share is expected to decline. The proposed legislation underscores intensifying technological competition between the United States and China, particularly in strategic sectors such as AI and semiconductor manufacturing.

NeurIPS Reverses Ban on Sanctioned Entities After China Backlash

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NeurIPS, one of the world’s leading artificial intelligence conferences, has reversed a controversial policy that would have banned research papers from entities under U.S. sanctions, following strong backlash from China.

The policy, initially introduced earlier in the week, aimed to expand restrictions beyond the U.S. Treasury’s sanctions list. It triggered immediate criticism, particularly from China Association for Science and Technology, which announced a boycott and halted funding support for members planning to attend the conference.

NeurIPS later stated that the broader restriction had been issued in error due to a miscommunication with its legal team. The organization clarified that submission limits would apply only to entities listed under the U.S. Specially Designated Nationals (SDN) list, not all sanctioned organizations.

The conference issued a public apology, acknowledging the disruption caused within the global research community. The incident underscores growing tensions between the United States and China in the field of artificial intelligence, where academic collaboration is increasingly influenced by geopolitical factors.

NeurIPS remains a key global platform where researchers, companies and experts present peer-reviewed AI research and discuss technological advances each year.

Super Micro Shares Plunge on Chip Smuggling Charges

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Super Micro shares dropped sharply after U.S. prosecutors charged three people linked to the company, including its co-founder, over an alleged scheme to smuggle AI technology to China.

Although the company itself was not named as a defendant, the case has raised serious concerns among investors about legal, reputational and commercial risks. Super Micro said it cooperated with investigators, placed the employees involved on leave and ended ties with a contractor connected to the matter.

According to U.S. authorities, the accused helped move billions of dollars worth of American AI server technology through third countries before the products were allegedly redirected into China. The case comes amid strict U.S. export controls designed to limit China’s access to advanced semiconductor and AI infrastructure.

The market reaction reflects broader fears that customers may reconsider supplier relationships and that the company could face increased scrutiny. Analysts also noted that rival server makers could benefit if buyers seek alternatives.

The development adds fresh pressure on Super Micro, which had already faced volatility tied to margin concerns and previous market criticism despite strong demand linked to the AI boom.