AIChipMapExport Controls

Export-Control Impact Simulator

China Graphite & Antimony Export Controls (Dec 2023)

Suspended (partial)Effective: 2023-12-01 · as of 2026-06-04Read more →

China's Ministry of Commerce extended its critical-mineral export controls to include high-purity graphite products, effective December 1, 2023, followed by additional antimony controls announced in August 2024. Graphite is a key anode material for lithium-ion batteries and is also used in high-purity form as a crucible material in silicon wafer crystal growth. China controls roughly 65% of natural graphite mining and the majority of high-purity synthetic graphite processing. The controls require exporters to obtain licenses and submit end-user documentation, adding friction and uncertainty to supply chains that depend on Chinese-origin graphite for semiconductor and battery manufacturing.

Current Status

Suspended (U.S. only). As part of the same U.S.-China trade framework that suspended gallium and germanium controls, China suspended its stricter end-user and end-use review requirements for graphite exports to the United States until November 27, 2026. Baseline export licensing requirements for graphite continue to apply to all other destinations including the Netherlands, Japan, South Korea, and Taiwan. The full control regime may be reinstated after November 2026.

28
Companies cut off
6
Tiers in cascade
56
Companies in cascade

Company cascade

Who loses access when this control fires — directly and downstream.

CUT OFFAMD · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFAmkor Technology · 🇺🇸 United States
OSAT / PACKAGING
CUT OFFAnthropic · 🇺🇸 United States
AI CONSUMERS
CUT OFFApple · 🇺🇸 United States
EDGE DEVICES
CUT OFFASE Technology · 🇹🇼 Taiwan
OSAT / PACKAGING
CUT OFFAWS · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFBaidu · 🇨🇳 China
CLOUD PROVIDERS
CUT OFFCerebras Systems · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFCisco Systems · 🇺🇸 United States
NETWORKING
CUT OFFGoogle Cloud · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFGroq · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFIbiden · 🇯🇵 Japan
MATERIALS
CUT OFFIntel · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFKokusai Electric · 🇯🇵 Japan
EQUIPMENT
CUT OFFMediaTek · 🇹🇼 Taiwan
CHIP DESIGNERS
CUT OFFMeta · 🇺🇸 United States
AI CONSUMERS
CUT OFFMicrosoft Azure · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFMistral AI · 🇫🇷 France
AI CONSUMERS
CUT OFFNVIDIA · 🇺🇸 United States
CHIP DESIGNERS
CUT OFFOpenAI · 🇺🇸 United States
AI CONSUMERS
CUT OFFOracle Cloud · 🇺🇸 United States
CLOUD PROVIDERS
CUT OFFSamsung Foundry · 🇰🇷 South Korea
FOUNDRIES
CUT OFFSCREEN Holdings · 🇯🇵 Japan
EQUIPMENT
CUT OFFShin-Etsu Chemical · 🇯🇵 Japan
MATERIALS
CUT OFFShinko Electric · 🇯🇵 Japan
MATERIALS
CUT OFFSK Hynix · 🇰🇷 South Korea
MEMORY (HBM)
CUT OFFSUMCO · 🇯🇵 Japan
MATERIALS
CUT OFFTSMC · 🇹🇼 Taiwan
FOUNDRIES
DEGRADEDAlibaba Cloud · 🇨🇳 China
CLOUD PROVIDERS
DEGRADEDBiren Technology · 🇨🇳 China
CHIP DESIGNERS
DEGRADEDBroadcom · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDByteDance · 🇨🇳 China
CLOUD PROVIDERS
DEGRADEDCoreWeave · 🇺🇸 United States
CLOUD PROVIDERS
DEGRADEDCXMT · 🇨🇳 China
MEMORY (HBM)
DEGRADEDDell Technologies · 🇺🇸 United States
ENTERPRISE
DEGRADEDFoxconn Industrial Internet (FII) · 🇹🇼 Taiwan
SERVER ODMs
DEGRADEDGlobalFoundries · 🇺🇸 United States
FOUNDRIES
DEGRADEDIntel Foundry · 🇺🇸 United States
FOUNDRIES
DEGRADEDMarvell · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDMicron · 🇺🇸 United States
MEMORY (HBM)
DEGRADEDNTT · 🇯🇵 Japan
CLOUD PROVIDERS
DEGRADEDOPPO · 🇨🇳 China
EDGE DEVICES
DEGRADEDQualcomm · 🇺🇸 United States
CHIP DESIGNERS
DEGRADEDQuanta Computer · 🇹🇼 Taiwan
SERVER ODMs
DEGRADEDRapidus · 🇯🇵 Japan
FOUNDRIES
DEGRADEDSamsung Memory · 🇰🇷 South Korea
MEMORY (HBM)
DEGRADEDSamsung Mobile · 🇰🇷 South Korea
EDGE DEVICES
DEGRADEDSMIC · 🇨🇳 China
FOUNDRIES
DEGRADEDSoftBank · 🇯🇵 Japan
CLOUD PROVIDERS
DEGRADEDSuper Micro · 🇺🇸 United States
SERVER ODMs
DEGRADEDTencent Cloud · 🇨🇳 China
CLOUD PROVIDERS
DEGRADEDUMC · 🇹🇼 Taiwan
FOUNDRIES
DEGRADEDWiwynn · 🇹🇼 Taiwan
SERVER ODMs
DEGRADEDxAI · 🇺🇸 United States
AI CONSUMERS
DEGRADEDXiaomi · 🇨🇳 China
EDGE DEVICES
DEGRADEDYMTC · 🇨🇳 China
MEMORY (HBM)
✓ 2626 unaffected companies (shown for context)▾
✓ UnaffectedAntimony (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedApplied Materials · 🇺🇸 United States
EQUIPMENT
✓ UnaffectedArista Networks · 🇺🇸 United States
NETWORKING
✓ UnaffectedArm Holdings · 🇬🇧 United Kingdom
CHIP IP
✓ UnaffectedASML · 🇳🇱 Netherlands
EQUIPMENT
✓ UnaffectedCadence · 🇺🇸 United States
EDA TOOLS
✓ UnaffectedCambricon · 🇨🇳 China
CHIP DESIGNERS
✓ UnaffectedDeepSeek · 🇨🇳 China
AI CONSUMERS
✓ UnaffectedEntegris · 🇺🇸 United States
MATERIALS
✓ UnaffectedGallium (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedGermanium (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedGraphite (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedHigh-Purity Quartz (US) · 🇺🇸 United States
RAW MATERIALS
✓ UnaffectedHuawei / HiSilicon · 🇨🇳 China
CHIP DESIGNERS
✓ UnaffectedHuawei Cloud · 🇨🇳 China
CLOUD PROVIDERS
✓ UnaffectedJSR Corporation · 🇯🇵 Japan
MATERIALS
✓ UnaffectedKLA · 🇺🇸 United States
EQUIPMENT
✓ UnaffectedLam Research · 🇺🇸 United States
EQUIPMENT
✓ UnaffectedNeon Gas (High-Purity) · 🇺🇦 Ukraine
RAW MATERIALS
✓ UnaffectedPhotoresist Precursors (JP) · 🇯🇵 Japan
RAW MATERIALS
✓ UnaffectedRare Earths (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedSumitomo Chemical · 🇯🇵 Japan
MATERIALS
✓ UnaffectedSynopsys · 🇺🇸 United States
EDA TOOLS
✓ UnaffectedTokyo Electron · 🇯🇵 Japan
EQUIPMENT
✓ UnaffectedTungsten (CN) · 🇨🇳 China
RAW MATERIALS
✓ UnaffectedVertiv · 🇺🇸 United States
POWER & COOLING

Cascade timeline

How the restriction propagates tier by tier.

  1. 1

    Rule applied

    • Restricting country: 🇨🇳 China
    • ✂ Graphite (CN) → SUMCO
    • ✂ Graphite (CN) → Shin-Etsu Chemical
    • ✂ Graphite (CN) → Kokusai Electric
    • ✂ Graphite (CN) → SCREEN Holdings
    • ✂ Antimony (CN) → Ibiden
    • ✂ Antimony (CN) → Shinko Electric
    • ✂ Graphite (CN) → Samsung Foundry
    • ✂ Antimony (CN) → SK Hynix
    • ✂ Graphite (CN) → TSMC
    • ✂ Antimony (CN) → ASE Technology
  2. 2

    Round 1

    • SUMCO
    • Shin-Etsu Chemical
    • Kokusai Electric
    • SCREEN Holdings
    • Ibiden
    • Shinko Electric
    • Samsung Foundry
    • SK Hynix
    • TSMC
    • ASE Technology
  3. 3

    Round 2

    • Baidu
    • AMD
    • Apple
    • Microsoft Azure
    • Google Cloud
    • Meta
    • Intel
    • MediaTek
    • Oracle Cloud
    • AWS
    • Cisco Systems
    • Cerebras Systems
    • Groq
    • Intel Foundry
    • Rapidus
    • SMIC
    • YMTC
    • CXMT
    • Samsung Memory
    • Micron
    • GlobalFoundries
    • UMC
    • Broadcom
    • Qualcomm
    • Marvell
    • Biren Technology
  4. 4

    Round 3

    • NVIDIA
    • Amkor Technology
    • OpenAI
    • Mistral AI
    • Anthropic
    • Super Micro
    • Wiwynn
    • Quanta Computer
    • Foxconn Industrial Internet (FII)
    • Dell Technologies
    • Xiaomi
    • OPPO
    • Samsung Mobile
    • SoftBank
    • NTT
  5. 5

    Round 4

    • CoreWeave
    • xAI
    • ByteDance
    • Alibaba Cloud
    • Tencent Cloud

Geographic flow

Explore free-form

Build your own scenario. Both axes are multi-select — add as many countries as you like.

Restricting country
🇨🇳 China
Target country
🇳🇱 Netherlands🇯🇵 Japan🇰🇷 South Korea🇹🇼 Taiwan

Both Restricting and Target are multi-select chips, not single dropdowns — stack several restrictors against several targets at once.

How do GPU distributors manage export control compliance?

Distributors and hardware vendors must classify each shipment under ECCN, screen denied parties against the BIS Entity List, and maintain audit trails. Modern export compliance software automates these tasks — replacing spreadsheets and government portals.

Explore export compliance tools →