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Fortune AI更新于 10月21日 22:36

中国拟对40项AI、芯片和太阳能技术实施出口限制

China implements restrictions on AI, chips and solar power exports as security concerns arise | Fortune

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中国商务部与科技部联合发布草案,拟对40项技术实施出口禁令或限制,涵盖人工智能、芯片和太阳能领域,其中AI技术23项,包括先进大模型和智能体。草案规定,使用敏感国家数据训练的大模型核心技术、用于国防和关键信息基础设施等高度敏感环境的AI智能体将被禁止出口;参数规模达2万亿及以上或具备某些世界领先能力的AI模型出口可能受限。草案还涉及部分AI处理芯片和存储芯片的设计技术、12项太阳能技术以及5项生物医药技术。

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中国拟将40项AI、芯片与太阳能技术纳入出口管制,读者可了解中美技术竞争在出口端的最新动向。

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Trendingnow1Travis Kelce joined an activist group pushing Six Flags to consider a sale. The ‘Final Destination’–style death of a patron poured gas on the fire2Suddenly, Wall Street is worried that the U.S. economy is more ‘vulnerable’ than it looks3Startup Abby Care raises $82 million to turn family members into paid caregivers1Travis Kelce joined an activist group pushing Six Flags to consider a sale. The ‘Final Destination’–style death of a patron poured gas on the fire2Suddenly, Wall Street is worried that the U.S. economy is more ‘vulnerable’ than it looks3Startup Abby Care raises $82 million to turn family members into paid caregiversAIChinaAsiaAfter years of U.S. export bans, China plans its own: 40 AI, chip and solar technologies could be restrictedBy The Associated PressThe Associated Press and Chan Ho-HimChan Ho-HimBy The Associated PressThe Associated Press and Chan Ho-HimChan Ho-HimOctober 16, 2026, 10:33 AM ETChina is restricting exports for security concerns.AP Photo/Ng Han Guan, FileAdd Fortune on Google for similar content.

China on Friday said it plans to restrict or ban exports of 40 technologies that span artificial intelligence, chips and solar power as its technology race with countries including the United States intensifies.Recommended Video

The Ministry of Commerce and Ministry of Science and Technology jointly published a draft document with the proposed updates for China’s catalog of technologies subjected to export bans or restrictions.

A spokesperson from the commerce ministry said in a statement that the move was “necessary” and cited national security as one of the reasons.

The proposal came as China and the U.S. made progress in dialogues over AI safety and governance and on the setting up of a notification mechanism between the two superpowers for AI incidents that could threaten national security.

Twenty-three AI technologies, from advanced large models to agents, are included on Friday’s list, according to the Chinese ministries.

U.S.-led restrictions have curbed the export of some advanced technologies to China over the past years, with the country blocked from accessing the world’s most cutting-edge AI chips and the advanced chipmaking machines that make them.

Exports of core technologies of AI large models trained using sensitive national data would be prohibited under the Chinese proposal, along with AI agents that are designed to be used in highly sensitive environments such as national defense and critical information infrastructure.

“The Chinese government is implementing such necessary measures with the aims of reinforcing the security bottom line, preventing misuse and abuse, and ensuring that AI remains under human control,” the commerce ministry’s statement said.

Meanwhile, exports of AI models with parameter counts of 2 trillion or above, or with certain world-leading capabilities, could be restricted. An AI model’s parameter count is a key metric that reflects its learning capacity.

Chinese AI models including Moonshot’s Kimi K3 and Alibaba’s Qwen 3.8-Max are among those with parameter counts exceeding 2 trillion, but Friday’s proposal did not name specific models.

Several chip design technologies, including for some AI processing chips and memory chips, are also included in the proposed export restrictions.

Twelve solar power-related technologies are also included, including those related to the making of polysilicon, a core raw material for the solar supply chain, as well as five biomedicine technologies including those related to cell and gene therapy.

The move “can be seen as a response to Western countries posting sovereignty requirements on AI, robotics, telecommunications, and other key technologies,” said Lian Jye Su, a chief analyst at technology research and advisory group Omdia. The aim would be to better regulate access to the Chinese technologies, he believes.

The U.S. Commerce Department in June had asked Anthropic to bar foreign nationals from using some of its most powerful AI models, Fable 5 and Mythos 5, citing national security concerns. The restrictions were later lifted.

AI is increasingly strategic for both China and the U.S., added Gary Ng, a senior economist at French bank Natixis. “The world is getting more fragmented in trade and investment, but also in access to technologies,” Ng said. Fortune Daily breaks the traditional barrier between audience and newsroom. The show transforms Fortune’s trusted reporting into actionable, conversational, and entertaining insights for an emerging class of business leaders. Watch here.About the AuthorsBy The Associated PressSee full bioBy Chan Ho-HimSee full bioAdd Fortune on Google for similar content.

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