Chinese companies Huawei and SMIC are facing restrictions on their access to critical resources (for AI chip production) , following Taiwan 's decision to add them to its "blacklist".
According to a report by Bloomberg, International Trade Administration has added the two companies – along with their subsidiaries – to a new list of “strategic high-tech products” that will require Taiwanese companies to obtain government approval before shipping any technology, equipment or materials to them.
The move could cause significant disruptions to China's supply chain, particularly in the production of advanced semiconductors for artificial intelligence applications. As Bloomberg, pressure is mounting on Beijing at a time when it is trying to boost its domestic technological self-sufficiency.
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The Taiwan Trade Authority said: “On June 10, we added approximately 601 entities from Russia, Pakistan, Iran, Myanmar and mainland China, including Huawei and SMIC, to the list aimed at curbing arms proliferation and protecting national security.”
This specific development is part of the broader geopolitical context of the technological war against China, with Taiwan - a key link in the global semiconductor industry - now taking a more active role in international technology flow controls.
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Taiwan’s export ban on Huawei and SMIC is a major geotech move with serious strategic implications — both for China and the global semiconductor market. The two companies are among China’s key players in AI and semiconductors. Their reliance on specialized Taiwanese materials, equipment, and technologies makes this ban particularly restrictive. Taiwan is not just a producer, but a hub of expertise and innovation in the global chip supply chain.
This move appears to be in line with US policy to restrict China’s access to advanced technology. It is essentially a tightening of the technological blockade, not only from the West, but now also from Taiwan — something that formalizes its geopolitical identification with the Western camp.
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However, each new barrier to access to key technologies pushes China to build autonomous ecosystems — not only to become independent, but also to fully compete with Western chains.
Source: techcrunch.com
