Trump Team Seeks to Toughen Biden’s Chip Controls Over China.
Trump officials recently met with their Japanese and Dutch counterparts about restricting Tokyo Electron Ltd. and ASML Holding NV engineers from maintaining semiconductor gear in China, according to people familiar with the matter. The aim, which was also a priority for Biden, is to see key allies match China curbs the US has placed on American chip-gear companies, including Lam Research Corp., KLA Corp. and Applied Materials Inc.
The meetings come in addition to early discussions in Washington about sanctions on specific Chinese companies, other people said. Some Trump officials also aim to further restrict the type of Nvidia Corp. chips that can be exported to China without a license, Bloomberg News has previously reported. They’re also having early conversations about tightening existing curbs on the quantity of AI chips that can be exported globally without a license, said some of the people, who asked not to be identified because the deliberations are private.
One key measure is blocking Chinese memory chipmaker ChangXin Memory Technologies Inc. from buying American technology, a step that Biden officials seriously considered but ultimately did not pursue due to opposition from Japan.
Some officials on Trump’s team also want to intensify restrictions on Semiconductor Manufacturing International Corp., the main chipmaking partner to Chinese telecom giant Huawei Technologies Co. Biden effectively blocked shipments to some SMIC facilities but established a case-by-case review for others, which the officials worry could allow SMIC to purchase tools that are ultimately used at restricted plants. SMIC’s shares closed down 1.45% in Hong Kong.