The rules and supply dependencies shaping cross-border technology access.
The H200 policy change shows why chip controls need a dated reading ↗
The January 2026 licensing revision followed a different 2025 policy shift. Reading either headline without its scope obscures what exporters and buyers can actually do.
Its HBM4 program, TSMC relationship and September technology presentation connect advanced memory to packaging capacity and strategic export restrictions.
The September SIATT memorandum extends a sequence of agreements into rocket motors and related technologies. It signals intent to develop capability, not a completed transfer of every technology.