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AI and trade policy: supply chain stories

Every AI Supply Chain Brief story tagged “trade policy”, newest first (1).

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Treasury proposes new rules on US investment in foreign AI and chip companies

Comments are due December 7. The US Treasury proposed rules on October 22 under a 2025 law, the COINS Act, that would make US persons notify Treasury of certain investments in companies from countries of concern working on semiconductors, AI, quantum, supercomputing or hypersonics, and ban others outright. Treasury also proposed adding biotechnology. AP reports the targets include China, Russia and North Korea. The rules are a draft and can change before they're final.

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So whatWeighing a JV or stake in a chip or AI supplier abroad? Flag it to legal; comments are open until Dec. 7.

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