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Trump Administration to Rescind Biden-Era AI Chip Export Restrictions Affecting Gulf Sales and Key Semiconductor Firms

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Updated May 11, 2025, 05:12 AM

The Trump administration is set to rescind and revise export restrictions on advanced AI chips that were implemented during the Biden administration. These Biden-era regulations placed additional controls on the export of U.S. semiconductor technology, including limits on sales to Gulf countries, which the Trump administration considers overly complex and detrimental to American innovation and global competitiveness. The move aims to address concerns that excessive regulation and export curbs could enable Chinese competitors to close the technological gap and capture global markets.

Key semiconductor companies affected by the policy change include AMD, Intel, Marvell, Microchip Technology, Micron Technology, Nvidia, Qualcomm, and Texas Instruments. Industry experts and analysts have noted that while American chips currently lead China’s, that advantage is narrowing, and the Biden export controls were seen as unworkable and insufficient for maintaining U.S. technological leadership in AI and semiconductors. The policy revision reflects a strategic shift in the U.S.-China technology rivalry, emphasizing the need for more effective trade and innovation policies to sustain American influence in the global semiconductor sector.

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#Trump #Biden #Gulf #American #Chinese #AMD #Intel #Marvell #Microchip Technology #Micron Technology #Nvidia #Qualcomm #Texas Instruments #China

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Sources

economictimes.indiatimes.com cnas.org economist.com semafor.com

Economic Times

@EconomicTimes

The Trump administration plans to revise a #Biden-era regulation on AI chip exports, deeming it overly complex and a hindrance to American innovation https://t.co/sG1UXMmUNL

CNAS

@CNASdc

"The contest between China and the United States to harness AI’s unprecedented potential has become the defining technological rivalry of a generation." Read the new report from @bill_drexel: https://t.co/PxwCyo9sq0

Jonathan Cheng

@JChengWSJ

The Economist: “Donald Trump is right to ditch Joe Biden’s chip-export rules…The problem with the Biden rules was that they were unworkably complicated…Chip controls alone cannot be America’s way of staying ahead.” https://t.co/ADmMxeI54u