Overview

• The economy ministry updated its Strategic High-Tech Commodities Entity List on June 14 to include Huawei and SMIC alongside proscribed groups such as the Taliban and al Qaeda.
• Taiwanese suppliers must secure government clearance for any shipments of chips or related technologies to Huawei and SMIC.
• The designation reinforces U.S. sanctions that bar Huawei from acquiring American goods and follows orders halting certain TSMC exports to Chinese customers.
• Analysis by TechInsights found a TSMC-made chip inside Huawei’s 910B AI accelerator, underscoring challenges in enforcing export controls across global supply chains.
• SMIC, China’s largest contract chipmaker, is expanding production to bolster domestic semiconductor capabilities under intensifying export curbs.