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Dossiers / Nº 003 TechTrade

China: export controls, locked inputs, semiconductor shock

Two months of restrictions traded between Washington and Beijing — entity lists, rare earths, helium, AI controls — and the semiconductor sell-off that brackets them. Every event is dated, sourced and linked to its original articles.

Prior context — outside delfee's monitoring window, from references cited in the coverage

  • 2022–2025Successive US controls on advanced tooling and chips; targeted Chinese responses on gallium and germanium.
  • Early 2026A fragile trade truce; AI-linked demand carries the semiconductor cycle.
PeriodJun 3 – Jul 30, 2026
Events8 · threshold: major
Corroboration8/8 multi-source · median 4
Articles analysed on this topic~285
LISTS & BLACKLISTSLists & blacklistsINPUT RETALIATIONInput retaliationAI CONTROLS & MARKET SHOCKAI controls & market shockpeak : 25Jun 1Jun 8Jun 15Jun 22Jun 29Jul 6Jul 13Jul 20Jul 27Jun 4 — Broadcom's AI outlook disappoints, chips sell off (12 sources)Jun 4 — Taiwan expands its anti-ship arsenal; diplomatic friction (2 sources)Jun 8 — Pentagon expands its China military-linked company list (3 sources)Jun 22 — Beijing retaliates: rare earths and exports to US defence (16 sources)Jul 10 — China temporarily halts helium exports (4 sources)Jul 21 — Beijing weighs tighter controls on AI models and chips (7 sources)Jul 25 — Apple and Micron clash over blacklisted Chinese memory chips (2 sources)Jul 28 — The semiconductor sell-off deepens (10 sources)
Compare an asset
LegendDiplomacy / policyAttack / incidentSanctions / measuresLogistics / datacoverage intensity (articles / day)

Chronology

Jul 28

The semiconductor sell-off deepens

SK Hynix falls 10% in Seoul, Micron drops, US futures soften. The cycle closes on the same sector it opened with on June 4, after two months of restrictions traded over its inputs.

Jul 25

Apple and Micron clash over blacklisted Chinese memory chips

The dispute, taken to the US administration, pits a buyer seeking to secure memory supply against a producer defending the restrictions. It illustrates the fault line between supply exposure and containment policy.

Jul 21

Beijing weighs tighter controls on AI models and chips

China considers extending export controls to AI models themselves, not just hardware — a widening of the regulatory perimeter from component to software.

Jul 10

China temporarily halts helium exports

Beijing suspends helium exports against a backdrop of Middle East tension. A discreet but critical input for lithography and cryogenics: a break here propagates into chip production, not into headlines.

Jun 22

Beijing retaliates: rare earths and exports to US defence

China places two US rare-earth producers on its export-control list and restricts shipments to American defence firms. The trade truce is openly tested.

Jun 8

Pentagon expands its China military-linked company list

Washington adds Alibaba, Baidu and BYD to the list of groups accused of supporting China's military. A designation measure with no direct tariff effect — but it sets up the retaliation of the following weeks.

Jun 4

Broadcom's AI outlook disappoints, chips sell off

Broadcom's quarter shows record AI-driven revenue, but an outlook read as disappointing triggers a sector-wide sell-off; Micron falls 7%. The starting point of the cycle traced here.

Comparable precedents

China–Japan rare earths, 2010 — An export restriction tied to a territorial dispute sent prices soaring and triggered a decade of diversification. The lasting effect was not price, but the rebuilding of supply chains outside China.
Gallium & germanium, 2023 — China's 2023 controls showed exposure runs through low-value, high-criticality inputs — visible in bills of materials, rarely on procurement dashboards.

This dossier is a public edition.

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Methodology — Events detected continuously across thousands of sources (GDELT + press feeds), grouped into deduplicated situations. Corroboration counts independent originators: syndicated copies of one wire story are merged, so the figure shown is not a raw outlet count. The intensity curve measures our own ingestion on this topic.

Monitoring information document. Not investment advice, not insurance advice, not an operational recommendation. Check any decision with your broker, insurer or counsel.