News about export controls

Taiwan plans to add AI servers and advanced semiconductors to its controlled goods list, which would make shipping them to China a crime under the Foreign Trade Act. The change still requires a legal amendment, and Minister of Economic Affairs Kung Ming-hsin gave no timeline. Instead of the company blacklist used since mid-2025 (which included Huawei and SMIC), the new rule would restrict the entire Chinese market, tied to a trade deal signed with Washington on January 15. Super Micro faces the most exposure because it builds systems in Taiwan and its board is reviewing certain export-control-related transactions, while NVIDIA has already excluded China from its outlook. Friday's chip stock declines were driven mainly by a broader selloff rather than this news.