Taiwan is considering restricting AI chip sales to all customers in China, not just companies on an export blacklist like Huawei, to align with the US

Taiwan is reportedly considering a dramatic escalation of its AI chip export restrictions targeting China. Instead of limiting sales only to blacklisted entities like Huawei, the new measures would apply to all Chinese customers across the board.

The move is designed to bring Taiwan's export controls into closer alignment with US restrictions on advanced chip technology flowing to China. Currently, Taiwanese chipmakers can sell to Chinese buyers that aren't on specific sanctions lists — a loophole the proposed rules would effectively close.

For Taiwan, home to the world's most critical semiconductor manufacturing infrastructure, the policy shift would represent a significant tightening of the technology chokepoint that Beijing has been trying to work around for years. It also signals deeper coordination between Taipei and Washington on controlling China's access to AI-enabling hardware.