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Diversion investigations and AI-chip controls are expanding export risk across semiconductor supply chains

Diversion investigations and AI-chip controls are expanding export risk across semiconductor supply chains

Taiwan indicted 10 people over alleged smuggling of TI and ADI military-grade components to China using forged defense-institute orders. Additional reporting on dual-use optical-component restrictions and chip-routing networks reinforces that distributor screening, licensing, origin controls and enforcement costs are spreading beyond leading-edge accelerators.

Sources (3)
Updated Oct 9, 2026