Research Reports

Research Reports

US to Cancel China Exemptions; Case Review Likely to be Approved

Last Modified

2025-06-24

Update Frequency

Aperiodically

Format

PDF

Overview

US may cancel China facility technology exemptions; however, with mature processes in place, case-by-case reviews are expected to keep the supply chain stable with limited market impact.

Key Highlights

The US is assessing the cancellation of technology exemptions for its facilities in China, opting for a case-by-case review.
Chinese sites mostly use mature manufacturing processes, focusing on non-cutting-edge products that lower immediate supply risks.
While the withdrawal of exemptions might affect capacity upgrades and current operations, overall supply chain stability is expected to remain manageable.
Certain key facilities, due to their product positioning and market demands, are likely to still secure approval.

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