BIS annual report picked apart: no codified H20 rule, Entity List stalled, loopholes open
ohlennart · x · 2026-09-15
A point-by-point takedown of BIS's annual report to Congress on export controls:
- H20 restriction: implemented via an is-informed letter that, 16 months later, still isn't codified—then un-restricted something better (H200) for a 15% cut. A year with no rule covering Chinese subsidiaries abroad, possibly letting Blackwells through.
- Entity List: claimed 142 additions, but zero since October—the longest gap since 2008 per CSIS, with 100+ flagged firms reportedly sitting on desks.
- TSMC/Sophgo case: over $1B in chips that ended up in Huawei's Ascend AI chip, sitting unresolved since spring 2025.
- 'Closed a Biden-era loophole': revoking validated end user status and granting export licenses instead—functionally the same policy for these fabs.
More from Infra
- Banning data centers to save the world? A 500-year history lesson says otherwise — thursdai_pod · 2026-09-15
- Forking Running Machines: Clone a Live Doom Session into 32 Realities in One Second — bigaiguy · 2026-09-15
- Running Qwen3.8-Flash-Next 125B MoE on a 12GB RTX 4070 at ~20 tok/s with MTP — carteakey · 2026-09-15
- Zuckerberg publicly asks Nvidia for a short-lead-time DGX Station for local AI — beffjezos · 2026-09-15
- Apple's iOS 27 on-device AFM 3 has 20B params, activating only 1-4B — rxwei · 2026-09-15
- Canada pitched 5.7 GW of AI data centers this week; Alberta holds 94% of it — ericwdolan · 2026-09-15