New U.S. Chip Controls: The Lam Research Case and Impact on Semiconductor Supply Chains

Category: Applied Geopolitics
Country/Region: Applied Geopolitics

According to recent press reports, the U.S. government has reportedly issued new export control rules restricting the shipment of chips and semiconductor manufacturing equipment to China. These measures would expand previous restrictions, including bans on certain high-end chips and advanced lithography equipment. Companies like Lam Research, a chip equipment supplier, would be directly affected, as a significant portion of their revenue comes from Chinese clients. The regulation would also introduce new mandatory licenses and a presumption of denial for specific categories. As of the date of this note, no official instrument has been found published in the Federal Register or in BIS announcements.