Chip export approvals stall
Approvals for Nvidia and AMD AI‑chip exports to China are stalling because the Commerce Department’s Bureau of Industry and Security has lost nearly 20% of its licensing staff, forcing senior officials to sign off on more files. (tomshardware.com) The backlog implies that administrative capacity — not just formal policy — is creating unpredictability for semiconductor and cloud supply chains. (tomshardware.com)