2025-05-31
Based on Cadence's 8k, this is not a total ban for China. BIS is doing a licensing regime, banning access to EDA tools only for Chinese chip designers supplying to Chinese military end user $snps $cdns [image]
Bloomberg
Sources: Trump administration plans to expand Entity List restrictions to cover subsidiaries of Chinese companies, aiming to block workarounds via new offshoots
The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.
Based on Cadence's 8k, this is not a total ban for China. BIS is doing a licensing regime, banning access to EDA tools only for Chinese chip designers supplying to Chinese military end user $snps $cdns [image]
Reuters
Letter: Synopsys tells staff to stop sales, services, and new orders in China to comply with new US export curbs, and pulls its annual and quarterly forecasts
(Former name or former address, if changed since last report) Anusuya Lahiri / Benzinga : Synopsys Halts China Sales After US Cracks Down On Chip Design Exports insideHPC : White H...
2025-04-13
Smartphone exempted from tariff under 8517.13.00 and PC exempted under 8471. This could extend the upcycle longer. Was worried about the pull-in demand for PC and smartphone under the 90 days pause. Inventory buildup leads to future correction https://content.govdelivery.com/ ...
Bloomberg
The Trump administration exempts smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from “reciprocal tariffs”
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …
2025-04-12
Smartphone exempted from tariff under 8517.13.00 and PC exempted under 8471. This could extend the upcycle longer. Was worried about the pull-in demand for PC and smartphone under the 90 days pause. Inventory buildup leads to future correction https://content.govdelivery.com/ ...
Bloomberg
The Trump administration excludes smartphones, laptops, hard drives, processors, memory chips, and machines used to make semiconductors from reciprocal tariffs
President Donald Trump's administration exempted smartphones, computers and other electronics from its so-called reciprocal tariffs …