The US is set to widen restrictions on Chinese access to its advanced technologies by instituting what will be in effect a blanket global ban on sales to its main geopolitical rival of advanced semiconductors and the tools needed to make them. The move could represent the most significant step yet towards full Sino-US technology ‘decoupling’.

Further China-focused action by President Joe Biden’s administration has been on the cards since early summer. The new measures will be administered by the Department of Commerce and have two main thrusts, with more details expected in the next few days.

They are expected to outlaw sales of any advanced devices that incorporate any relevant US technology, particularly those that can be used in artificial intelligence or supercomputing, if a US export licence has not been granted (pretty much impossible in practice). This will effectively extend the application of the new rules across Europe and the rest of Asia.

...