Huaqiang Electronic Network News, April 28, according to Reuters, the US government said on Monday that it will add new restrictions on exports to China, including civil aircraft parts and semiconductor production equipment, and so on. The new regulations will require U.S. companies to obtain government licenses when selling certain products to Chinese companies involved in military products, even if these products are used in civilian applications.

At the same time, the new regulations also cancel the civil license exceptions for Chinese importers and the masses, and Ukraine and Russia are also on the list of canceling license exceptions. These license exceptions involve integrated circuits, telecommunications equipment, radars, high-end computers, and other items. More serious is the third proposed rule change issued by the US government. The regulations will also force foreign companies to not only seek permission from their own government, but also to seek approval from the United States when sending certain American products to China. This may mean that products involving US technology will also need to be approved by the US government before they can be shipped to China.

On the other hand, the regulations also require U.S. companies to submit declaration forms for all goods exported to China, Russia, and Venezuela, regardless of their value. It is said that the above-mentioned restrictive measures have been enacted since last year, and US officials decided to advance them in late March.

US Secretary of Commerce Ross said in a statement: “It is important to consider the consequences of commercial dealings with countries that have a history of purchasing goods from American companies and converting them to military use.”

And Washington trade lawyer Kevin Wolf (Kevin Wolf) said that this rule change is aimed at China's military-civilian integration policy, which is to find military uses for civilian goods. Kevin said that the new rules have broad regulatory definitions for military uses and users, and are not limited to military organizations and entities, "it can also be civilian companies designed to support the operation of military projects."

Reuters believes that the regulation may harm the US semiconductor industry and the sales of civil aviation components to China.

A business representative stated that the Ministry of Commerce is not clear about the economic impact of the implementation of re-export license measures and will allow a consultation period to collect information on the proposed changes to the rules.

The President and CEO of the Semiconductor Industry Association, John Neuffer, stated that the industry is concerned that extensive regulations will "unnecessarily expand semiconductor export controls and bring more to our industry during the current global economic turmoil." Uncertainty."

As for the restrictions on semiconductor equipment, the market is worried that TSMC will not be able to provide chip foundry services to Chinese companies such as Huawei and Ziguang Zhanrui. According to the annual report released by TSMC last week, Huawei contributed 36.1 billion yuan in revenue to TSMC in 2019, a year-on-year increase of more than 80%. The proportion of TSMC’s overall revenue has increased from 8% to 14%, which makes Huawei the second largest customer of TSMC, second only to Apple.

When asked by reporters about the US’s increase in export controls on China, Liu Deyin, chairman of the front-end Semiconductor Manufacturing Company, said: “The US is discussing the use of semiconductor equipment, but so far there has been no specific change in the rules of the game. The US semiconductor community or association has Write to the U.S. government, hoping not to do this, because any new restrictions will cause harm to the U.S. semiconductor industry."