Friday, September 25
Paused — still open, nothing moving

Does Commerce tighten China chip export controls further?

Will Commerce further restrict advanced AI chip exports to China before year-end 2026, beyond the current H200/Blackwell licensing regime?

Paused Sep 7, 2026 · tracked from Jul 28, 2026

Last reading: 61% yes

Not resolved — moved to dormant purely to make room in active[] for a fresher question (the new Russia-Ukraine ceasefire topic). Probability had sat within a 2-point band (0.61-0.63) across its last five readings, and Sept 7 research found the same 'as early as September' drafting language that's been unconfirmed since late August, with no new filing, circulation date, or Moonshot-talks resolution surfacing. This is a quiet BIS rulemaking docket, not a dead one — it keeps its id and full history here and will move back to active the moment there's a published rule, a confirmed circulation date, or a material development in the underlying Moonshot/offshore-access dispute.

100500Jul 28, 2026: 70%Jul 31, 2026: 62%Aug 3, 2026: 63%Aug 4, 2026: 62%Aug 5, 2026: 62%Aug 6, 2026: 63%Aug 7, 2026: 62%Aug 10, 2026: 62%Aug 11, 2026: 62%Aug 12, 2026: 65%Aug 13, 2026: 63%Aug 14, 2026: 64%Aug 17, 2026: 65%Aug 18, 2026: 64%Aug 19, 2026: 64%Aug 20, 2026: 60%Aug 21, 2026: 63%Aug 24, 2026: 60%Aug 25, 2026: 58%Aug 26, 2026: 57%Aug 27, 2026: 56%Aug 28, 2026: 55%Aug 31, 2026: 62%Sep 1, 2026: 63%Sep 2, 2026: 62%Sep 3, 2026: 62%Sep 4, 2026: 61%
70% Jul 28, 202661% Sep 4, 2026