Donald Trump’s government plans to be even harder with China. His problem is that he needs Netherlands and Japan

The administration led by Joe Biden has approved during his management years several very ambitious China sanctions. The last one entered into force On December 2just a few weeks before Biden and his team leave the White House. These prohibitions are aimed priority to Chinese companies that They design and produce lithography equipment that intervene in the manufacture of advanced semiconductors, hence the impact they are presumably having on the Chinese chips industry is deep.

As expected, China soon react. Just one day later the government led by Xi Jinping announced the prohibition of export of critical minerals to the US. It was possible that the arrival of Donald Trump’s government and his entourage contributed to calm the waters with China a little, but nothing is further from reality. The climbing of sanctions and other moschadillas that have starred US and China in recent years will continue, although now under the baton of Donald Trump.

The US prepares more sanctions with the complicity of the Netherlands and Japan

According to Bloomberg News Trump’s team wants to even more harden the sanctions to which China is already subjected. The US government has not officially confirmed it, but according to this means of communication, the new sanctions package addresses two different areas that seek to hinder more the development of the Chinese semiconductor industry. The first measure proposes to restrict the quantity and types of chips that NVIDIA can deliver to its Chinese clients without processing a license.

It is important that we do not overlook that Jensen Huang’s company leads the GPU market for applications of artificial intelligence (AI) with an approximate quota of 80%. And, in addition, the success of China AI Deepseek R1 He is promoting The adoption of the GPU H20 of nvidia for Model training (And also that of The Ascend 910 chips of Huawei to solve inference tasks). Whatever this is not all. And, again according to Bloomberg, several US officials have recently met with their Dutch and Japanese counterparts.

Presumably they are negotiating what steps they can take to drastically limit the participation of the engineers of the Dutch company ASML and the Japanese Tokyo Electron, which are two of the most important lithography equipment manufacturers on the planet, in the maintenance of the production equipment of the production equipment of semiconductors that are being used by their Chinese clients. The US needs the complicity of the Netherlands and Japan to make this measure prosper, and it is very likely to do so soon. From one thing we can be sure: as has happened on other occasions, China will respond.

Image | ASML

More information | Reuters

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