export-controls

Commerce Secretary Howard Lutnick cleared Anthropic to redeploy its most capable cybersecurity model to select US companies and agencies, weeks after an export directive forced it offline. Fable 5 stays restricted.

Zhipu's GLM-5.2 ships under an MIT license as a frontier coding alternative just after the US barred foreign nationals from Anthropic's Fable 5 and Mythos 5.

BIS clarified on May 31 that advanced-computing export licenses are required for any entity whose ultimate parent is headquartered in Country Group D:5 or Macau, even when located outside.

Washington has licensed Alibaba, Tencent, ByteDance, JD.com and distributors Lenovo and Foxconn to buy up to 75,000 H200s each. Not one chip has shipped — Beijing is pushing buyers toward Huawei.

China's Announcement 18 export controls on seven rare earth elements remain permanently active, disrupting defense supply chains and forcing the U.S. to accelerate a mine-to-magnet strategy still years from completion.

Beijing is mandating domestic sourcing for new fabs and racing to build an independent semiconductor equipment supply chain, with three Chinese firms now in the global top 20 and a prototype EUV machine reportedly under assembly.