Technology, Semiconductors & Export Controls

Coverage of semiconductor and technology export controls, including Entity List additions and China’s countermeasures.

Latest reporting

Export restrictions: the U.S. Entity List

The Commerce Department's Entity List names foreign parties that need a license to receive U.S. items. Counts are entries currently on the list in the Consolidated Screening List file we downloaded on Oct. 22, 2026; an entry is counted for every country in which it has a listed address, so countries overlap. Verified fact

Entity List entries with an address in each country (top 12)
  • China1,103
  • Russia1,092
  • Hong Kong230
  • United Arab Emirates205
  • Pakistan182
  • Iran109
  • Turkey88
  • Malaysia47
  • United Kingdom44
  • Singapore40
  • Ukraine38
  • Belarus34
Current entries by year their listing took effect
  • 2016196
  • 201740
  • 2018145
  • 2019211
  • 2020288
  • 2021155
  • 2022518
  • 2023447
  • 2024510
  • 2025181

The year chart counts only entries still listed, so earlier years look smaller as entries are removed or revised. 153 entries carry no date. The file showed no entries dated after Oct. 9, 2025.

Source: International Trade Administration. Data as of: Oct. 22, 2026.

China's export controls on critical minerals

China's commerce ministry (MOFCOM) issues each control as a numbered announcement. Status as summarized from MOFCOM texts by China Prospect, read on Oct. 22, 2026. Verified fact

Chinese export controls on minerals and related technology
MeasureTypeStatus
Gallium, germanium, antimony, graphite, superhard materialsLicense required for every destination (Dual-Use Items Export Control List, No. 51 of 2024)In force (controls since 2023-2024)
Ban on dual-use exports to U.S. military end users (No. 46 of 2024, clause 1)BanIn force since Dec. 3, 2024
U.S.-specific presumption of denial for gallium, germanium, antimony, superhard materials (No. 46 of 2024, clause 2)Export ban to the U.S.Suspended until Nov. 27, 2026 (No. 72 of 2025)
Tungsten, tellurium, bismuth, molybdenum, indium (No. 10 of 2025)LicensingIn force since Feb. 4, 2025
Seven medium and heavy rare earths incl. dysprosium and terbium (No. 18 of 2025)Licensing, with end-use reviewIn force since April 4, 2025; never suspended
Five more rare earths, rare-earth equipment, battery materials, superhard materials (Nos. 55-58 of 2025)LicensingSuspended until Nov. 10, 2026 (No. 70); politically extended to Jan. 10, 2027 but no legal notice as of mid-October
Foreign-made goods with 0.1%+ Chinese rare-earth content; rare-earth technology (Nos. 61-62 of 2025)Extraterritorial licensingSuspended until Nov. 10, 2026 (No. 70)

Source: China Prospect. Data as of: Oct. 2026.

Timeline

  1. Scheduled

    U.S.-China arrangement on tariffs and export-control suspensions due to expire, as extended in September. Tariffs · Export controls (China Prospect)

  2. Scheduled

    Suspension of China's U.S.-specific gallium, germanium and antimony ban due to end unless extended. Export controls · Critical minerals (China Prospect)

  3. Scheduled

    BIS Affiliates Rule (50% ownership rule) set to return unless BIS publishes a further suspension. Export controls (Federal Register)

  4. China's commerce ministry says the U.S.-China arrangement is extended to Jan. 10, 2027. Tariffs · Export controls (China Prospect)

  5. BIS moves Nvidia H200-class chip exports to China to case-by-case review, with conditions. Export controls (Federal Register)

  6. BIS suspends the Affiliates Rule for one year; China suspends its October 2025 export-control expansion. Export controls · Critical minerals (Federal Register; China Prospect)

  7. China expands rare-earth controls to foreign-made goods and rare-earth technology. Export controls · Critical minerals (China Prospect)

  8. BIS publishes the Affiliates Rule extending Entity List limits to firms 50% owned by listed parties. Export controls (Federal Register)

  9. China requires licenses for seven medium and heavy rare earths. Export controls · Critical minerals (China Prospect)

  10. China adds tungsten, tellurium, bismuth, molybdenum and indium items to export licensing. Export controls · Critical minerals (China Prospect)

  11. China bans dual-use exports to U.S. military end users and sets a U.S.-specific ban on gallium, germanium and antimony. Export controls · Critical minerals (China Prospect; U.S. Geological Survey)

  12. U.S. license requirement for advanced computing items for entities headquartered in China or Macau takes effect. Export controls (BIS)

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