December 3, 2024 /SemiMedia/ — On December 2, the U.S. Department of Commerce’s Bureau of Industry and Security (BIS) announced new export control measures to restrict China’s ability to develop advanced semiconductors and artificial intelligence technologies. These technologies are considered critical for military applications and future warfare.

The new rules target 24 semiconductor manufacturing equipment types, 3 software tools for semiconductor development, high-bandwidth memory (HBM), and updates to the Entity List. Additionally, key regulations have been amended to strengthen previous export controls.

Key measures include:

  1. Control on semiconductor manufacturing equipment and software tools
  2. Restrictions on equipment essential for advanced-node integrated circuits (ICs), including etching, lithography, and deposition tools.
  3. Controls on software tools that enhance advanced equipment productivity, including ECAD and TCAD software.
  • New controls on high-bandwidth memory (HBM)
    HBM, a key component for advanced computing ICs used in large-scale AI training and inference, now requires licenses for U.S.-origin and foreign-produced items.
  • Expanded foreign direct product (FDP) rules
  • New FDP rules cover semiconductor manufacturing equipment (SME) related items produced abroad.
  • Footnote 5 (FN5) FDP rules apply to advanced-node semiconductors related to China’s military modernization.
  • Entity List additions and revisions
    BIS added 140 China-related entities and revised 14 existing entries. These entities are alleged to support China’s advanced chip ecosystem and may pose national security threats to the U.S. and its allies.
  • Newly added Chinese entities:
  • AccoTest Technology Co., Ltd. (Hong Kong)
  • ACM Research (Shanghai)
  • Beijing E-Town Semiconductor Technology Co., Ltd.
  • Beijing Guangke Xintu Technology Co., Ltd.
  • Beijing Guowei Integration Technology Co., Ltd.
  • Beijing Huada Jiutian Technology Co., Ltd.
  • Beijing Huafeng Electronic Equipment Co., Ltd.
  • Beijing Huafeng Test & Control Technology Co., Ltd.
  • Beijing Jingyuan Microelectronics Technology Co., Ltd.
  • Beijing Kaishitong Semiconductor Co., Ltd.
  • Beijing Naura Microelectronics Equipment Co., Ltd.
  • Beijing Naura Semiconductor Equipment Co., Ltd.
  • Beijing Sevenstar Flowmeter Co., Ltd.
  • Beijing Sevenstar Integrated Circuit Equipment Co., Ltd.
  • Beijing Shuoke Zhongkexin Electronic Equipment Co., Ltd.
  • Beijing Skyverse Technology Co., Ltd.
  • Beijing Zhongke Xin Electronic Equipment
  • Changguang Jizhi Optical Technology Co., Ltd.
  • Changsha Zhichun Application Technology Co., Ltd.
  • Chengdu Huada Jiutianke Technology Co., Ltd.
  • Chengdu Skyverse Technology Co., Ltd.
  • Chinese Academy of Sciences Institute of Microelectronics
  • Dongfang Jingyuan Electron Co., Ltd.
  • Guangzhou Huada Jiutian Technology Co., Ltd.
  • Guangzhou Skyverse Technology Co., Ltd.
  • Guowei Group (Shenzhen) Co., Ltd.
  • Hefei Kaishitong Semiconductor Co., Ltd.
  • Hefei Naura Microelectronics Equipment Co., Ltd.
  • Hefei Zhihui Semiconductor Application Technology Co., Ltd.
  • Hefei Zhiwei Microelectronics Co., Ltd.
  • Hefei Zhiwei Semiconductor Co., Ltd.
  • Huafeng Test & Control Technology (Tianjin) Co., Ltd.
  • Hwa Tsing (Beijing) Technology Co., Ltd.
  • Hwa Tsing (Guangzhou) Semiconductor Co., Ltd.
  • Hwa Tsing (Shanghai) Semiconductor Co., Ltd.
  • Hwa Tsing Technology Co., Ltd.
  • JAC Capital
  • Jiangsu Nata Optoelectronic Material Co., Ltd.
  • Jiangsu Qiwei Semiconductor Equipment Co., Ltd.
  • Jiangsu Zhichun System Integration Co., Ltd.
  • Kingstone Technology Hong Kong Limited
  • Nanda Optoelectronic Semiconductor Materials Co., Ltd.
  • Nanjing Huada Jiutianke Technology Co., Ltd.
  • Naura Technology Group Co., Ltd.
  • Ningbo Nanda Optoelectronic Materials Ltd.
  • Northern Integrated Circuit Technology Innovation Center (Beijing) Co., Ltd.
  • Oriental Crystal Microelectronics Technology (Qingdao) Co., Ltd.
  • Oriental Crystal Microelectronics Technology (Shanghai) Co., Ltd.
  • Piotech
  • Piotech (Beijing) Co., Ltd.
  • Piotech (Shanghai) Co., Ltd.
  • Piotech Chuangyi (Shenyang) Semiconductor Equipment Co., Ltd.
  • Piotech Jianke (Haining) Semiconductor Equipment Co., Ltd.
  • Qingxin Technology Co., Ltd.
  • Quanjiao Nata Optoelectronic Materials Ltd.
  • Raintree Scientific Instruments (Shanghai) Corporation
  • Ruili Microelectronics Equipment (Shanghai) Co., Ltd.
  • Shandong Feiyuan Gas Co., Ltd.
  • Shanghai AGM Gas Co., Ltd.
  • Shanghai Aipusi Precision Equipment Co., Ltd.
  • Shanghai Feiai Technology Co., Ltd.
  • Shanghai Huada Jiutian Information Technology Co., Ltd.
  • Shanghai Integrated Circuit Equipment & Materials Industry Innovation Center Co., Ltd.
  • Shanghai Jingce Semiconductor Technology Co., Ltd.
  • Shanghai Jingzhuo Information Technology Co., Ltd.
  • Shanghai Kaishitong Semiconductor Co., Ltd.
  • Shanghai Lingang Kaishitong Semiconductor Co., Ltd.
  • Shanghai Lizhi Technology Co., Ltd.
  • Shanghai Modern Advanced Ultra-Precision Manufacturing Center Co., Ltd.
  • Shanghai Nanpre Mechanics Co., Ltd.
  • Shanghai Naura Microelectronics Equipment Co., Ltd.
  • Shanghai Siwave Technology Co., Ltd.
  • Shanghai Skyverse Semiconductor Technology Co., Ltd.
  • Shanghai Xinsheng Jingrui Semiconductor Technology Co., Ltd.
  • Shanghai Xinsheng Jingtou Semiconductor Technology Co., Ltd.
  • Shanghai Xinsheng Jinko Semiconductor Technology Co., Ltd.
  • Shanghai Xinsheng Semiconductor Technology Co., Ltd.
  • Shanghai Yanquan Technology Co., Ltd.
  • Shanghai Yuliangsheng Technology Co., Ltd.
  • Shanghai Yuwei Semiconductor Technology Co., Ltd.
  • Shanghai Zhichun Alloy Manufacturing Co., Ltd.
  • Shanghai Zhichun Electronic Technology Co., Ltd.
  • Shanghai Zhichun Optoelectronic Equipment Co., Ltd.
  • Shanghai Zhichun Precision Gas Co., Ltd.
  • Shanghai Zhichun Precision Manufacturing Co., Ltd.
  • Shanghai Zhichun Purification System Technology Co., Ltd.
  • Shanghai Zhichun Semiconductor Equipment Co., Ltd.
  • Shanghai Zhichun System Integration Co., Ltd.
  • Shanghai Zhijia Semiconductor Gas Co., Ltd.
  • Shanghai Zixi Optical Technology Co., Ltd.
  • Shengmei Semiconductor Equipment (Beijing) Co., Ltd.
  • Shengmei Semiconductor Equipment Wuxi Co., Ltd.
  • Shengwei Semiconductor Equipment (Shanghai) Co., Ltd.
  • Shenyang Xinyuan Micro Business Development Co., Ltd.
  • Shenyang Xinyuan Microelectronic Equipment Co., Ltd.
  • Shenzhen Guowei Hongbo Technology Co., Ltd.
  • Shenzhen Guowei Sensing Technology Co., Ltd.
  • Shenzhen Guoweichip Technology Co., Ltd.
  • Shenzhen Huada Jiutianke Technology Co., Ltd.
  • Shenzhen Jingyuan Information Technology Co., Ltd.
  • Shenzhen Naura Microelectronics Equipment Co., Ltd.
  • Shenzhen Pengxinxu Technology Co., Ltd.
  • Shenzhen Qianhai Skyverse Semiconductor Technology Co., Ltd.
  • Shenzhen SiCarrier Technologies Co., Ltd.
  • Shenzhen Xinkailai Industrial Machinery Co., Ltd.
  • Shenzhen Zhangge Instrument Co., Ltd.
  • Si’En Qingdao Co. Ltd.
  • Skyverse
  • Skyverse Limited
  • SMIC Advanced Technology R&D (Shanghai) Corporation
  • Suzhou Nanda Optoelectronic Materials Co., Ltd.
  • SwaySure Technology Co., Ltd.
  • Taiyuan Jinke Semiconductor Technology Co., Ltd.
  • Ulanqab Nanda Microelectronics Materials Co., Ltd.
  • Wingtech Technology Co., Ltd.
  • Wise Road Capital
  • Wuhan Naura Microelectronics Equipment Co., Ltd.
  • Wuhan Skyverse Semiconductor Technology Co., Ltd.
  • Wuhan Xinxin Semiconductor Manufacturing Company Limited
  • Wuhan Yiguang Technology Co., Ltd.
  • Wuxi Kaishitong Technology Co., Ltd.
  • Wuxi Naura Microelectronics Equipment Co., Ltd.
  • Xiamen Skyverse Technology Co., Ltd.
  • Xi’an Huada Jiutian Technology Co., Ltd.
  • Xi’an Naura Microelectronics Equipment Co., Ltd.
  • Xinlian Rongchuang Integrated Circuit Industry Development (Beijing) Co., Ltd.
  • Yusheng Micro Semiconductor (Shanghai) Co., Ltd.
  • Yuwei Semiconductor Technology Co., Ltd.
  • Zhangjiang Laboratory
  • Zhejiang Shenqihang Technology Co., Ltd.
  • Zhejiang Zhichun Precision Manufacturing Co., Ltd.
  • Zhiwei Semiconductor (Shanghai) Co., Ltd.
  • Zhiyi High Purity Electronic Materials (Shanghai) Ltd.
  • Zhuhai Cornerstone Technology Co., Ltd.
  • Zhuhai Skyverse Technology Co., Ltd.
  • Zibo Keyuanxin Fluorine Trading Ltd.
  • Kingsemi Japan K.K.
  • Skyverse Pte. Ltd.
  • ACM Research Korea Co., Ltd.
  • Empyrean Korea

These measures represent an escalation in U.S. semiconductor export controls, underscoring a continued effort to contain China’s technological advancements. This will significantly impact the dynamics of U.S.-China competition in high-tech industries.