Overview

• China's Ministry of Commerce named TechInsights an "unreliable entity" on Thursday, blocking Chinese individuals and organizations from doing business with it or providing information.
• The designation covers TechInsights' Japanese, Korean and European entities as well as subsidiary Strategy Analytics, according to the ministry's list.
• The action followed reports that Huawei's latest Ascend AI processors contained components from TSMC, Samsung Electronics and SK Hynix despite tight export controls.
• Independent research groups, including SemiAnalysis, published findings consistent with TechInsights' teardown conclusions about foreign-sourced parts in Huawei chips.
• Analysts warn the move will reduce visibility into China's semiconductor supply chain, with the latest list also adding companies such as BAE Systems.