September 2: Semafor reported that the White House was planning to move ahead with an executive order on outbound investment screening ahead of the midterm elections but was still debating whether to go beyond a notification requirement to include blocking authority.1, 2023, giving the company time to adapt to the new restrictions. September 1: NVIDIA disclosed in an SEC filing that as of August 31 st, it had received licenses to export newly restricted A100 chips in support of US customers through Maand A100 and H100 chips through its Hong Kong facility through Sept. ![]() A Commerce Department spokesperson told Reuters that a “comprehensive approach” was being taken with regard to “technologies, end-uses, and end-users” in order to protect US national security and foreign policy interests. US semiconductor company AMD confirmedthat it had alerted Chinese suppliers of the new licensing requirement. August 31: US technology firm NVIDIAdisclosed in an SEC filing that, as of August 26 th, it was being restricted from selling its most advanced AI-powered Graphics Processing Units (GPUs)-A100 and H100 chips-to China.August 12: The Commerce Department’s Bureau of Industry and Security (BIS) issued an interim final ruleon Wassenaar-level multilateral controls, including for Electronic Computer-Aided Design (ECAD) software designed to develop integrated circuits with Gate-All-Around Field-Effect Transistor (GAAFET) structures-innovative 3D transistors that support node sizes at or below five nanometers (nm).August 9: Biden signed the CHIPS and Science Act into law, allocating $39 billion in subsidies for US semiconductor manufacturing (including $2 billion for legacy chips) and an additional $11 billion for boosting R&D.The summer was full of clues about the White House’s fast-evolving agenda on tech controls: ![]() Unpacking the White House Agenda on Tech Controls Among the key questions: Where should the US draw the line when defining technologies as “leading edge”? How far should it go in using “long arm” provisions that target certain Chinese entities? And what role should human rights, supply chain resilience, and data privacy concerns play in technology restrictions under a broader national security umbrella? ![]() From list-based export controls on specific technologies to the buildout of outbound investment screening, the White House is putting together a playbook with important implications for a range of actors-including US industry and America’s allies abroad. The recently passed CHIPS and Science Act, which aims to revitalize US semiconductor manufacturing, forms the offensive prong of the Biden administration’s strategy. With the US midterm elections around the corner and the 2024 presidential race set to unfold after that, the White House is preparing the next phase of its China strategy, with a focus on preserving US technological leadership.
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