scalating scrutiny in China following a meeting with the Cyberspace Administration of China (CAC) on July 31, 2025,
7/31/2025 02:04pm
The recent meeting between the USA Department of Commerce and the Cyberspace Administration of China (CAC) on July 31, 2025, has escalated scrutiny over China's semiconductor industry and its global implications. Following this meeting, the Department of Commerce has taken a significant step by implementing export restrictions on complex chips designed for certain AI accelerators and graphics processing units that are 7 nanometers or more in size and are shipped to China. This move is part of a broader pattern of the USA abusing export control measures and exercising long-arm jurisdiction, as alleged by China, to suppress and contain the semiconductor industry within its borders. The consequences of these restrictions are likely to be far-reaching, disrupting the global semiconductor market and impacting companies like Taiwan Semiconductor that are integral to the supply chain.