The Biden administration plans next month to broaden curbs on U.S shipments to China of semiconductors used for artificial intelligence and chipmaking tools, several people familiar with the matter said.
Dell and HPE said they were monitoring the situation, while Super Micro Computer did not respond to a request for comment.
A spokesperson for the Commerce Department on Friday declined to comment on specific regulations but reiterated that it is "taking a comprehensive approach to implement additional actions...to protect U.S. national security and foreign policy interests," including to keep China from acquiring U.S. technology applicable to military modernization.
"The strategy is to choke off China and they have discovered that chips are a choke point. They can't make this stuff, they can't make the manufacturing equipment," said Jim Lewis a technology expert at the Center for Strategic and International Studies. "That will change." "We are now hearing that members should expect a series of rules or perhaps an overarching rule prior to the mid-term election to codify the guidance in recently issued 'is-informed' letters to chip equipment and chip design companies," the chamber said.
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