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The U.S. government is set to implement new rules allowing ASML and Tokyo Electron to export certain semiconductor manufacturing equipment to China, despite ongoing restrictions. These exemptions are part of a broader strategy to maintain international cooperation while tightening controls on advanced technology exports to Chinese chipmakers.
The new regulations will affect around six facilities in China and aim to close loopholes that previously enabled access to American technology. While the U.S. continues to express concerns about China's technological advancements, the exemptions for key allies like Japan and the Netherlands signal a nuanced approach to export controls.
Citations:
[1] https://www.tomshardware.com/tech-industry/new-us-government-rules-to-allow-export-of-some-equipment-to-china-by-asml-tokyo-electron
[2] https://www.bloomberg.com/news/articles/2024-07-31/asia-chip-stocks-rally-on-report-us-allies-exempted-from-curbs
[3] https://www.ajot.com/news/asml-tokyo-electron-shielded-from-us-chip-export-rules-for-now
[4] https://www.reuters.com/technology/new-us-rule-foreign-chip-equipment-exports-china-exempt-some-allies-sources-say-2024-07-31/
[5] https://gigazine.net/gsc_news/en/20240718-us-trade-rule-against-china/
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