Semiconductor Export Controls
Kharon Quicktake

The Next Push on US Chip Export Controls

About 30 minutes

About this webinar

U.S. export controls on advanced semiconductors are extending from what crosses a border to who uses the compute. The Commerce Department’s Bureau of Industry and Security (BIS) is reportedly finalizing a rule that would require licenses for the most advanced AI chips bound for seven more countries, including Singapore, Malaysia, Thailand, and Indonesia, to keep Chinese AI developers from renting computing power on those chips in overseas data centers.

In Congress, the House passed the Remote Access Security Act on Jan. 12, 2026. The bill would amend the Export Control Reform Act of 2018 to give BIS explicit authority over remote access to controlled items; the Senate has not yet acted on it. Lawmakers from both parties are also pressing to keep chip controls in the final fiscal year 2027 National Defense Authorization Act (NDAA). The Senate’s version includes the AI OVERWATCH Act, which would require the Commerce Department to certify to Congress before approving licenses for certain advanced chip exports.

Restricted end users do not have to buy advanced chips to use them. They can rent computing power on chips installed in data centers in third countries. An export license governs the shipment of those chips, so once they are installed, the license on its own does not show who is using them through a cloud account.

In this Quick Take, Kharon’s subject matter experts will walk through the requirements already in force and the measures that are still pending, explaining the due diligence each calls...


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