Commerce Department Reportedly Focused on SMIC, But What About YMTC and CXMT?

Reuters reports that the Commerce Department is considering banning exports of chipmaking tools to Chinese factories that make advanced semiconductors at the 14 nanometer node and smaller. This would significantly impact the ability of Chinese military-linked chipmaker SMIC from making the most advanced chips. The threat of SMIC is already clear. In a widely covered report provided to federal officials, James Mulvenon and his SOSI colleagues determined that SMIC – the largest and most sophisticated Chinese government-owned semiconductor maker – has multiple close ties to the People’s Liberation Army (PLA). Specifically, PLA researchers use SMIC chips and processes, indicating it is tailored for their purposes. For example, radiation hardening – which is used for military and space purposes – employ… Read More

Trump Administration Publishes List of Chinese and Russian Companies with Military Ties

The U.S. Department of Commerce published a list of Chinese and Russian companies with military ties on Monday. U.S. companies will be restricted from selling certain goods and technology to those named. The final list includes 103 entities, 14 fewer than on a draft obtained by Reuters in November. Fifty-eight are Chinese companies, 31 fewer than before. Commerce Secretary Wilbur Ross said the list will “assist exporters in screening their customers for military end users.” Only days before, the Department of Commerce added more than 60 Chinese companies to the Entity List, including China’s largest semiconductor maker, SMIC. “China’s corrupt and bullying behavior both inside and outside its borders harms U.S. national security interests,” Secretary Ross said in a statement… Read More