# 商務部在其網站上發布的新指導顯示，中國AI企業在馬來西亞等國家的子公司近一年來一直在接收這些先進晶片。

*semiconductor · news · 2026-05-31 · Benzinga*

## Key points

- 商務部透露中國AI子公司透過馬來西亞等國家獲得先進晶片。
- 新指導將要求向中國總部實體出口先進晶片必須取得出口許可，無論其所在地。
- 一項漏洞使中國企業近一年來能在海外未取得許可下獲得Nvidia Blackwell晶片。
- 指導不要求資料中心停止使用已送往中國實體的先進晶片。
- 儘管有出口管制，Nvidia 2026財年來自中國的運算收入超過20%，主要透過中介實現。

What Does The Guidance Say? The Commerce Department’s new guidance, published on its website, indicates that subsidiaries of Chinese AI firms in countries such as Malaysia have been receiving these advanced chips for almost a year. This development comes despite ongoing U.S. measures to limit China’s access to semiconductors vital for AI advancements. The department now intends to impose license requirements for advanced chips on entities headquartered in China, regardless of their location. The loophole emerged when the Commerce Department opted not to enforce the AI Diffusion rule in May 2025, a decision made during the final days of the Biden administration. Expert Explains Significance Of New Guidance Council on Foreign Relations' Senior Fellow for China, Chris McGuire, pointed out in a post on X that this oversight enabled Chinese companies to acquire Nvidia Blackwell chips without a license. However, the new guidance does not mandate data centers to cease using these chips or servicing related computing equipment. "This clarification does make clear that Blackwell shipments to China-headquartered companies outside of China are now illegal again—which is good, although obviously we have to see how many shipments have already gone to assess how much damage was done," he said. Huang Emphasizes China's Significance As A Market The U.S. government’s decision to close this loophole is part of a broader strategy to curb China’s access to advanced technology. Nvidia CEO Jensen Huang recently emphasized China’s significance as a market, underscoring the complex dynamics at play. Despite export controls, Nvidia’s operations in China have remained substantial, with reports suggesting that over 20% of its fiscal year 2026 compute revenue was still derived from China through intermediaries. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: Shutterstock

**Companies:** Nvidia
**Countries:** China, Malaysia, United States

[Read the full story on Benzinga](https://www.benzinga.com/markets/tech/26/05/52894631/us-closes-loophole-allowed-nvidia-amd-ai-chip-shipments-chinese-firms-overseas)

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