US Export Restrictions Tighten on Intel’s China Operations

Regulatory Landscape Shifts for China Operations

Intel finds itself navigating heightened regulatory challenges as Washington intensifies technology export controls targeting China. In a significant move, US authorities have revoked a key export license for Intel’s semiconductor manufacturing facility in Dalian, potentially constraining the company’s operational flexibility in the region. This development coincides with Intel’s unveiling of a groundbreaking patent that could transform future processor architecture.

The US Department of Commerce has removed Intel Semiconductor (Dalian) Ltd. from its Validated End-User (VEU) list, eliminating the special authorization that previously allowed the facility to receive certain US semiconductor technologies without case-by-case approvals. Effective December 31, 2025, Intel must seek individual licenses for each export of semiconductor equipment and technology to its Dalian plant.