Chip Export

The US announced partial rollback of AI semiconductor export restrictions on March 13, 2026, targeting key technologies amid global competition. This move is poised to boost domestic chipmakers ahead of Nvidia's GTC event next week. Nvidia, HBM, and related AI plays face heightened focus with potential upside. Policy shift aims to balance national security and industry growth.

The US Commerce Department withdrew a planned rule on artificial-intelligence chip exports on Friday, marking the latest policy reversal by the Trump administration regarding technology trade controls.[4] The withdrawal represents a significant shift in the administration's approach to regulating AI semiconductor exports, which had been a contentious issue affecting companies like Nvidia and other chipmakers.[4] This decision follows earlier statements from administration officials indicating a more flexible stance on AI chip distribution policies compared to previous regulatory frameworks.[4] The reversal signals potential changes in how the US will manage competition with foreign nations in advanced semiconductor and AI technology sectors.

The US Commerce Department withdrew a planned rule on Friday that would have required permits for exports of advanced AI chips from companies like Nvidia and AMD to global customers. The abandoned Trump administration proposal aimed to involve case-by-case reviews by the Commerce Department's licensing office, contingent on factors such as government agreements and end-user computing power needs. Commerce officials rejected returning to the prior administration's 'burdensome, overreaching and disastrous' AI diffusion framework. This decision eases restrictions on the semiconductor industry amid ongoing trade tensions.[1][2]