Overview

• Taiwan’s Ministry of Economic Affairs updated its strategic high-tech commodities entity list to include Huawei Technologies and SMIC, bringing them under stringent export licensing requirements
• Under the new controls, Taiwanese companies must obtain government approval for any shipment of semiconductors, equipment or materials to the blacklisted firms
• The measure extends US export curbs into Taiwan’s supply chain to close loopholes that previously allowed advanced chips to reach China’s AI developers
• Analysts warn that the tighter restrictions could delay China’s progress on high-end AI processors and accelerate its pursuit of semiconductor self-sufficiency
• The decision reflects intensifying US-China tech rivalry and underscores Taipei’s resolve to protect national security despite deep cross-strait economic ties