Core Viewpoint - Taiwan is revising its export control list for strategic high-tech goods, adding categories such as advanced 3D printing equipment, advanced semiconductor equipment, and quantum computers, requiring manufacturers to apply for export licenses before shipping these items [2][4]. Group 1: Export Control Changes - The revised export control list includes 18 new high-tech items, specifically categorized into three types: advanced 3D printing equipment, advanced semiconductor equipment (including complementary metal-oxide-semiconductor integrated circuits, low-temperature cooling systems, scanning electron microscope equipment, and low-temperature wafer testing equipment), and quantum computers [4]. - Manufacturers in Taiwan must apply for export licenses for the newly added controlled items, and if the export transaction is deemed to pose no risk of military expansion, the license will be granted [4].

Group 1 - Taiwan authorities announced a revision of the export control list for strategic high-tech goods, adding 18 new controlled items including advanced 3D printing equipment, semiconductor equipment, and quantum computers [2] - The revision requires Taiwanese manufacturers to apply for export permits for controlled items, with the Trade Bureau assessing the risk of military expansion before granting permission [2][3] - The Trade Bureau aims to align Taiwan's controlled goods list with international export control organizations, referencing agreements such as the Wassenaar Arrangement and the Nuclear Suppliers Group [3] Group 2 - The semiconductor industry is experiencing significant market fluctuations, with major chip companies facing declines in market value [4] - Huang Renxun described High Bandwidth Memory (HBM) as a technological marvel, indicating its importance in the semiconductor landscape [5] - Jim Keller expressed confidence in the RISC-V architecture, predicting its eventual success in the industry [5]

Core Viewpoint - Taiwan has announced modifications to its export control list for strategic high-tech goods, adding 18 new items, including advanced 3D printing equipment, advanced semiconductor equipment, and quantum computers [1]. Group 1: New Export Control Items - The new export control items include high-end 3D printing equipment, advanced semiconductor equipment such as Complementary Metal-Oxide-Semiconductor (CMOS) integrated circuits, low-temperature cooling systems, scanning electron microscopes (SEM), and low-temperature wafer testing equipment [1]. - The addition of quantum computers to the export control list is also significant, reflecting the growing importance of quantum technology in the high-tech sector [1]. Group 2: Export Licensing Process - Taiwanese manufacturers wishing to export controlled items must apply for a strategic high-tech goods export license from the Taiwan Trade Bureau [3]. - The Trade Bureau will review the export transaction for any potential military expansion risks and will grant the export license if deemed appropriate [3].

Group 1 - The Chinese Ministry of Commerce announced export controls on certain overseas rare earth-related items containing Chinese components, affecting items with a value ratio of 0.1% or more, including those produced using Chinese technology and equipment [2] - China accounts for nearly 90% of the global supply of rare earth elements, which are essential for semiconductor chips and manufacturing equipment, indicating that the new policy could impact most chip manufacturers and semiconductor equipment suppliers [2] Group 2 - ASML's CFO, Roger Dassen, stated that the company is well-prepared for China's export controls on rare earth elements and has sufficient raw material inventory to meet short-term customer needs [3] - ASML uses some rare earth materials in its magnets and batteries, but there are concerns that the company may face shipping delays of several weeks due to the new restrictions [3] - Dassen's recent comments downplayed concerns about potential supply chain disruptions, emphasizing the company's long delivery times and material reserves for the upcoming months [3]