（原标题：美将我多家实体列入出口管制"实体清单" 中方回应） 有记者问：美东时间2025年10月8日，美商务部宣布将多家中国实体列入出口管制"实体清单"，请问中 方对此有何评论？ 答：中方注意到有关情况。美方不断泛化国家安全概念，滥用出口管制措施，滥施长臂管辖，对包括中 国企业在内的多家实体实施穿透性制裁。美方此举严重损害企业合法权益，破坏全球产业链供应链安全 稳定，中方对此坚决反对。中方敦促美方尽快纠正错误做法，并将采取必要措施，坚决维护中国实体的 合法权益。 ...

国芯网[原:中国半导体论坛] 振兴国产半导体产业！ 不拘中国、 放眼世界 ！ 关注 世界半导体论坛 ↓ ↓ ↓ 10月9日消息，据国外媒体报道称，美国又对中国的企业下手，这次突然将16家中企列入实 体清单，其中包含了多家电子元器件分销商，继续封堵中国的半导体相关技术和公司。 当地时间10月8日，美国商务部工业与安全局（BIS）发布公告，将26家实体与3个地址加入 实体清单（Entity List）。其中包括16家中国大陆企业和3个中国香港地址。 16家企业的范围广泛，既包括全球大型电子元件分销商Arrow的中国大陆和中国香港子公 司，也包括一系列中小型技术和贸易企业。 外交部发言人郭嘉昆此前表示，美方滥用"实体清单"等出口管制工具，以"危害美国国家安 全、违反美国外交政策"为借口，滥施非法单边制裁，是典型的霸权主义行径，严重违反国际 法和国际关系基本准则，严重损害企业的合法权益，破坏全球产供链安全稳定。中方对此坚 决反对，予以强烈谴责。 此次新增的三个地址及16家中国实体如下： 三个地址： 地址 16--14C, Hung Shui Kiu Main Street, Yuen Long, N.T., Hong ...

在一条并不起眼的新闻披露日，美国商务部宣布了一条看似技术性、实则杀伤力极强的新规：对被列入"实体清单"的对象，只要在境内外持股达到或超过 50%，其子公司、甚至子公司的子公司，都将自动被施以同等强度的限制。规则往下层层穿透，直到所有权链条断开为止。行业里的人很快算出账来——以 中国在名单上的企业体量推算，这一扩围可能拖带出不低于三千家中国子公司同步受限。对很多与美国并无直接交易的关联企业而言，这是从天而降的一纸 寒气，规则一下把那些原本隔离在"安全侧"的业务也拽入风险区。 穿透规则的落地：黑名单不再只盯母公司 这次"穿透性"扩围，最直观的含义就是堵住规避路径。过去有人尝试通过股权拆分、设立子公司来隔离敏感业务，如今"持股50%"这一门槛被明确标线：母 公司受限，子公司亦难幸免；子公司再持股成立的孙公司，只要持股比例符合同样的阈值，也会被纳入同一张网。有知情者评价，此举等于是把企业的完整 所有权结构放在显微镜下，靠穿透式审视来避免"绕路"获取技术、搭建供应链。 延续与反差：拜登扩单，特朗普放大 如果把这套工具当作一条绳索，它并非今天才编好。早在上世纪90年代，美国商务部援引《出口管理条例》在监管体系内设置了"实 ...

Core Viewpoint - The recent export control regulations by the U.S. Department of Commerce are seen as an extension of the U.S. government's efforts to restrict Chinese companies, particularly in the semiconductor and AI sectors, by imposing similar restrictions on subsidiaries owned more than 50% by sanctioned entities [2][3][4]. Group 1 - The U.S. Department of Commerce has introduced rules to prevent sanctioned companies from using subsidiaries to circumvent export controls, specifically targeting Chinese AI chip giants [3][4]. - Companies with at least 50% ownership by entities on the U.S. Entity List will now face the same export restrictions as their parent companies, increasing scrutiny on shipments to these subsidiaries [3][4]. - The new regulations align the Department of Commerce's approach with the Treasury Department's sanctions enforcement, standardizing the treatment of entities on the Entity List and Military End User List [3][4]. Group 2 - U.S. officials believe that the new regulations will not significantly impact trade flows, as they are designed to prevent sanctioned companies from exploiting subsidiaries as loopholes [4]. - Industry officials express concerns that the changes may complicate the process for companies trying to determine if potential customers are subject to additional restrictions [5].

Group 1 - The Chinese Ministry of Commerce initiated anti-dumping investigations against U.S. imported analog chips and highlighted discriminatory barriers against Chinese integrated circuits [1][3] - The timing of these announcements coincided with a planned meeting between Chinese Vice Premier He Lifeng and U.S. Treasury Secretary, indicating a strategic response rather than a spontaneous action [3][5] - The import volume of U.S. analog chips to China surged by 37% from 2022 to 2024, while prices plummeted by 52%, with dumping margins from U.S. companies like Texas Instruments reaching 300%-450% [3][5] Group 2 - China's response is characterized as a counter-strategy to U.S. tactics of using low prices to undermine Chinese industries, signaling that negotiations can occur but must be free of unilateral sanctions [5][9] - The U.S. has added 13 Chinese companies to its "entity list," a tactic seen as a pressure tool to gain leverage in negotiations [7][9] - China publicly questioned the U.S. actions before the talks, indicating that such maneuvers could jeopardize the negotiations [9][11] Group 3 - China's approach is grounded in legal frameworks and international trade rules, asserting that U.S. practices violate World Trade Organization regulations [14][18] - The anti-dumping investigation is based on evidence that U.S. companies are selling chips at unreasonably low prices to eliminate local competition [16][18] - The U.S. has been accused of undermining free trade principles, while China positions itself as a defender of these rules [20][22] Group 4 - China's confidence in its negotiating position stems from its large market, growing industrial capabilities, and the wavering support of U.S. allies [23][26] - China is the largest buyer of chips globally, with over half of U.S. analog chip sales reliant on the Chinese market, making it a critical player for U.S. companies [23][25] - The shift in the global supply chain dynamics has reduced China's dependency on U.S. technology, with significant improvements in domestic production capabilities [28][30] Group 5 - The U.S. strategy of rallying allies against China is facing challenges, as countries like the EU and Japan are hesitant to sacrifice their economic ties with China [30][32] - China's recent actions signal a new baseline for negotiations, emphasizing equality and mutual respect, moving away from coercive tactics [32][34] - The expectation that the U.S. can intimidate China into concessions is no longer viable, indicating a shift in the balance of power in negotiations [34]

Core Viewpoint - The U.S. Department of Commerce has added 23 Chinese entities to its Entity List, bringing the total to 1,112 Chinese companies on the list, citing national security and foreign policy concerns [1][2]. Group 1: Entities Listed - The 23 entities include 13 related to semiconductors and integrated circuits [3]. - Three entities are involved in biotechnology and life sciences [4]. - Two entities are research institutes related to aerospace, quantum technology, and timing systems [5]. - Two entities are related to industrial and engineering software [5]. - Three entities are involved in supply chain and logistics services [7]. Group 2: Reasons for Listing - The U.S. government claims these entities are involved in acquiring U.S. origin items for China's modernization, aerospace defense, and quantum technology development [2]. - They are also accused of supporting advanced computing, integrated circuit manufacturing, and distribution, directly serving government and security systems [2]. - There are concerns regarding their participation in biotechnology, engineering software development, and semiconductor manufacturing equipment procurement, with risks of circumventing export controls [2]. Group 3: Export Control Implications - All items controlled under the Export Administration Regulations (EAR), including hardware, software, and technology, require a license from the U.S. Department of Commerce for export, re-export, or domestic transfer to the listed entities [7].

Core Viewpoint - The recent addition of 23 Chinese entities, including several closely related to Fudan Microelectronics, to the U.S. Entity List by the U.S. Department of Commerce is expected to have significant impacts on the semiconductor industry, particularly in terms of EDA tool restrictions and wafer fabrication challenges [2][3]. Group 1: Impact of Entity List Inclusion - The inclusion of Fudan Microelectronics in the Entity List will primarily hinder its research and development due to restricted access to EDA tools [3]. - Wafer fabrication processes will also be affected, as the restrictions apply to all foreign-produced items containing U.S. technology, regardless of the manufacturing process node [3][4]. - The specific designation of Footnote 4 (FN4) for Fudan Microelectronics indicates a comprehensive ban on all nodes utilizing U.S. technology, including mature processes [4][8]. Group 2: Comparison with Other Companies - Unlike Fudan Microelectronics, companies like Cambricon have managed to thrive despite being on the Entity List, indicating that the impact of such sanctions may be diminishing over time [3]. - The distinction between Fudan Microelectronics and Cambricon lies in the FN4 designation, which imposes stricter limitations on Fudan's operations compared to Cambricon's ability to utilize certain non-U.S. production lines [4][5]. - As of September 2025, nine Chinese IC design companies have been marked with FN4, highlighting the growing list of entities facing stringent restrictions [4][6]. Group 3: Strategic Responses - Fudan Microelectronics may adopt strategies similar to those of Higon, which has successfully navigated FN4 restrictions by relocating its entire design-manufacturing-testing chain to domestically controlled processes [8]. - The company can leverage policy support, stockpiling, and process downgrading as part of its strategy to mitigate the impact of the Entity List [8]. - The short-term outlook may appear negative, but effective management and execution could lead to long-term benefits and operational freedom post-supply chain challenges [8].

Core Viewpoint - The U.S. Department of Commerce's Bureau of Industry and Security (BIS) has added 23 Chinese entities to its Entity List, citing actions that contradict U.S. national security or foreign policy interests [1] Group 1: Semiconductor and Integrated Circuits - 13 companies related to semiconductor and integrated circuits have been listed, including Beijing Fudan Microelectronics Technology Co., Ltd. and Sino IC Technology Co., Ltd., which is involved in HPC/AI chips [3][6] - The inclusion of these companies means that all items governed by the Export Administration Regulations (EAR) require a license for export, with a presumption of denial for such licenses [1] Group 2: Biotechnology and Life Sciences - Three biotechnology companies have been added to the list, including Beijing Tianyi Huiyuan Biotechnology Co., Ltd. and Sangon Biotech (Shanghai) Co., Ltd. [6] Group 3: Aerospace and Quantum Research - Two research institutions related to aerospace information and quantum timing systems have been included: Aerospace Information Research Institute, Chinese Academy of Sciences, and the National Time Service Center of the Chinese Academy of Sciences [6] Group 4: Industrial and Engineering Software - Two companies in the industrial and engineering software sector have been listed: Hong Kong DEMX Co., Ltd. and Shanghai Suochen Information Technology Co., Ltd. [6] Group 5: Supply Chain and Logistics Services - Three entities involved in supply chain and logistics services have been added, including Hua Ke Logistics (HK) Limited and Shenzhen Xinlikang Supply Chain Management Co., Limited [6]

Core Viewpoint - The Chinese government opposes the politicization of technology and trade issues by the United States, as well as the misuse of export controls and long-arm jurisdiction against China [1] Group 1 - Taiwan authorities have reportedly added Huawei and SMIC to a "entity list" under pressure from the United States [1] - The Chinese spokesperson criticized the Democratic Progressive Party (DPP) for being subservient to the U.S., stating that such actions would harm Taiwan [1]

Core Viewpoint - Taiwan has implemented technology export controls on Huawei and SMIC, which may significantly hinder their access to critical technologies, materials, and equipment necessary for chip manufacturing and AI chip production [1]. Group 1: Export Control Measures - The "Strategic High-Tech Goods Entity List" updated by Taiwan's Ministry of Economic Affairs includes Huawei, SMIC, and several subsidiaries, requiring prior approval for exports to these entities [1]. - This new regulation is expected to partially sever Huawei and SMIC's channels to obtain essential technologies and materials from Taiwan, which are crucial for building chip factories and producing AI chips [1]. Group 2: Historical Context - Huawei and SMIC have already been placed on the U.S. Entity List, severely limiting their ability to acquire foreign technologies [1]. - Taiwan has long prohibited the export of critical chip manufacturing equipment, such as lithography machines, to mainland China but had not previously listed major Chinese tech companies or chip manufacturers on an entity list [1]. Group 3: Industry Impact - TSMC, a key supplier for companies like Apple and NVIDIA, had to stop supplying Huawei due to U.S. export controls in 2020, highlighting the interconnectedness of these companies within the semiconductor supply chain [1].