“美出口审批机构趴窝，企业界急喊：中国订单要飞了”

Core Viewpoint - The article discusses the increasing dysfunction within the U.S. Department of Commerce's Bureau of Industry and Security (BIS), which is causing significant delays in the approval of export licenses, particularly for high-tech products like chips, impacting U.S. companies and their market share in China [1][2]. Group 1: Export License Delays - The current backlog of export license applications is the longest in over 30 years, with the average processing time reaching 38 days in the fiscal year 2023 [2]. - Thousands of applications, including those from U.S. companies seeking to export to China, have been stalled, leading to concerns about lost market share [1][2]. Group 2: Impact on Companies - NVIDIA's application for exporting H20 chips to China has not been approved, despite previous assurances from the Trump administration that it would be [4][5]. - NVIDIA has placed an order for 300,000 H20 chips with TSMC to meet strong demand in China, indicating a shift from relying solely on existing inventory [5]. Group 3: Internal Issues at BIS - The BIS has faced internal turmoil under Secretary Gina Raimondo, with significant staff turnover and a lack of communication with industry representatives [1][6]. - The leadership of Deputy Secretary Jeffrey Kessler has been criticized for failing to effectively manage the agency and for limiting communication with industry stakeholders [6][8]. Group 4: Industry Reactions - Industry leaders express frustration over the lack of progress and predict that delays will result in U.S. companies losing market share to foreign competitors [8][9]. - The U.S.-China Business Council highlights the urgency of the situation, noting that companies are exploring alternative suppliers due to the uncertainty surrounding license approvals [8].