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US Commerce Department Bureaus Reportedly Ban China’s DeepSeek on Government Devices

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In recent weeks, bureaus within the U.S. Commerce Department have informed staff that the Chinese-developed Artificial Intelligence (AI) model, DeepSeek, is banned from being used on government devices. This move, confirmed by a message seen by Reuters and sources familiar with the matter, is part of ongoing efforts to safeguard government information systems. A mass email sent to staffers explained the directive, urging them to avoid downloading or accessing any applications, desktop apps, or websites associated with DeepSeek. The email specifically warned, “To help keep Department of Commerce information systems safe, access to the new Chinese-based AI DeepSeek is broadly prohibited on all GFE” (government-furnished equipment).

The Commerce Department’s decision comes amid growing concerns over cybersecurity risks tied to foreign technologies. DeepSeek, an AI model developed in China, has raised alarms due to its rapid proliferation and the potential security vulnerabilities it might pose. While the Commerce Department has not provided further comment on the matter, the ban highlights the increasing scrutiny of Chinese technology in the U.S. government sector.

The specific scope of the ban across other U.S. government departments remains unclear, with Reuters unable to determine the full extent of the restrictions. However, the move reflects broader U.S. efforts to limit the use of Chinese technologies in critical sectors, particularly those involving sensitive data and national security. This step follows a series of actions aimed at curbing the influence of Chinese tech firms on American infrastructure.

The controversy surrounding DeepSeek has also reverberated in financial markets. In January, the introduction of DeepSeek’s low-cost AI models contributed to a major selloff in global equity markets, as investors expressed concerns that China’s advancements in AI could challenge the United States’ dominance in the field. This growing fear of losing competitive ground in AI technology has only amplified regulatory scrutiny in the U.S., particularly as AI continues to play an increasingly pivotal role in both the economy and national security.

China to Lead in Chipmaking Investment in 2025, SEMI Reports

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China is set to continue its dominance in global chipmaking investments in 2025, despite a notable year-over-year decline, according to a report from industry group SEMI. The country is expected to outpace all other regions in spending on new computer chipmaking equipment, followed by Taiwan and Korea.

Global Investment Growth

SEMI’s forecast for global fabrication plant investments shows a 2% increase in 2025, reaching $110 billion. This marks the sixth consecutive year of growth, driven largely by the demand for tools needed to produce chips for artificial intelligence (AI). SEMI predicts that the AI boom will have an even stronger impact on the industry in 2026, with an expected investment growth of 18%.

China’s Strategic Push and Decline in Investment

China has been the largest consumer of chips for years, and its chipmaking sector saw a massive push starting in mid-2023. With government support, China has accelerated efforts to reduce its dependence on imported chips, particularly in response to U.S. restrictions. Despite this surge, SEMI forecasts that China’s chipmaking spending will drop by 24% in 2025, falling to $38 billion from $50 billion in 2024. However, this still keeps China ahead of other major chip-producing countries like Korea, where SK Hynix and Samsung are expanding memory chip production, with investments projected at $21.5 billion.

Spending in Other Key Regions

Taiwan, home to TSMC, a major foundry for AI chips, is projected to spend $21 billion on chipmaking equipment in 2025. In comparison, spending in Korea will be significant, but not as high as China’s, with $21.5 billion expected. The Americas and Japan are each expected to invest $14 billion, while Europe’s investment is projected at $9 billion.

Key Players in the Equipment Market

The top players in the chip equipment market include ASML, Applied Materials, KLA, LAM Research, and Tokyo Electron. ASML, the largest chip equipment manufacturer, anticipates sales of €32-38 billion in 2025, maintaining a dominant market share in the lithography sector. Chinese equipment makers, such as Naura, AMEC, and SiCarrier (affiliated with Huawei), are also gaining traction in the market.

U.S. Expands Export Restrictions, Targets Inspur Group and Dozens of Chinese Entities

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The U.S. Commerce Department has added six subsidiaries of Inspur Group, a leading Chinese cloud computing and big data service provider, to its export restrictions list, along with nearly 80 other Chinese entities. This move is part of broader efforts to limit China’s access to high-performance computing, quantum technologies, and advanced AI, as well as to curb China’s military advancements, including its hypersonic weapons program.

Restrictions on Inspur Group and Other Chinese Entities

The six Inspur subsidiaries, located in China and Taiwan, were added to the list for allegedly contributing to the development of supercomputers used by the Chinese military. Inspur Group itself was placed on the list in 2023. The addition of these companies is part of a larger batch of entities, including over 50 based in China, as well as companies from Taiwan, Iran, Pakistan, South Africa, and the UAE.

The U.S. Commerce Department aims to prevent adversaries from exploiting American technology to enhance their military capabilities, particularly focusing on technologies related to supercomputing, quantum computing, and AI.

U.S. Government’s Stance on National Security

U.S. Commerce Secretary Howard Lutnick expressed the importance of preventing adversaries from using American technology to threaten national security. He emphasized that these restrictions are designed to disrupt the development of high-performance computing technologies, which could support the development of military systems like hypersonic missiles and advanced drones.

In addition to targeting Chinese companies, the U.S. also aimed to disrupt Iran’s ability to procure drones and related defense technologies, which have been a concern for U.S. national security.

China’s Response and Diplomatic Tensions

China’s foreign ministry condemned the U.S. action, asserting that it was detrimental to dialogue and cooperation between the two nations. The Chinese embassy in Washington expressed firm opposition, accusing the U.S. of politicizing trade and technology issues under the guise of military concerns.

The response highlights ongoing tensions between the U.S. and China over technology and trade, with China vowing to take necessary measures to protect the interests of its enterprises.

Impact on the Tech Industry

The addition of these entities to the Entity List has significant implications for U.S. technology firms, as companies cannot sell goods to those on the list without a license, which is typically denied. Notably, chip manufacturers like AMD and Nvidia have been scrutinized for their dealings with Inspur Group. It’s unclear whether these companies have ceased supplying components to Inspur’s subsidiaries, as no immediate comments were provided by the companies.

Other Chinese firms, including Nettrix Information Industry Co and Suma Technology Co, were added for their role in developing Chinese exascale supercomputers and providing manufacturing capabilities to other restricted companies.

Broader Implications

The U.S. is continuing to use its export control list to exert pressure on China’s technological and military developments, particularly in areas that could pose a threat to U.S. security interests. This expansion of restrictions is likely to intensify the tech and trade war between the two nations, as China seeks to maintain its advancements in high-tech industries, particularly AI and supercomputing.