{"data":{"slug":"export-controls","etype":"concept","name":"Export Controls & the Chip War","cat":"Hardware & Compute","subtitle":"Compute as statecraft: the US–China technology conflict.","summary":"Since October 2022 the US has restricted China's access to advanced AI chips (H100-class and up), the tools to make them (EUV above all) and, over successive rounds, the workarounds (A800/H800 banned 2023; HBM and more tools 2024). Consequences run through this whole database: compliance chips, SMIC's DUV 7 nm push, Huawei's rise, DeepSeek's efficiency engineering, and a policy debate — hawks citing security, critics arguing controls accelerate Chinese substitution. The 2025 policy turn added tariff-era deals allowing some H20-class sales with revenue shares — the rules keep moving, and records here date every claim.","attrs":null,"kf":null,"aliases":["chip war","export control","entity list"],"ticker":null,"exchange":null,"hq":null,"founded":null,"website":null,"status":null,"region":null,"asof":"2026-01-15","sources":[{"url":"https://www.bis.gov/","label":"BIS export rules"},{"url":"https://www.csis.org/analysis/choking-chinas-access-future-ai","label":"CSIS chip-war analysis"}]},"meta":{"found":true,"count":1,"served_from":"site cache (no live upstream calls)","as_of":"2026-10-14T04:29:55+00:00","disclaimer":"Research and information only — not investment advice. Structured records carry basis labels (vendor spec / reported / estimate); market quotes are delayed/indicative.","attribution":"Records compiled from vendor documentation, official filings and reputable public reporting; market quotes via financial data providers. See /data-sources."}}