台湾正考虑对所有中国客户实施更严格的先进AI晶片出口管制，以进一步与美国自2022年首次实施的措施保持一致。目前，台湾并未将未授权的AI晶片出口至中国视为犯罪，这使得起诉变得困难。然而，上个月，当局首次以伪造文书罪名拘留了三名涉嫌走私晶片的人员。如果这些新限制得以实施，台湾将能首次将AI晶片走私至中国视为刑事犯罪进行起诉，从而加强其技术与国家安全。
这些潜在的限制立即对市场产生了影响，Gigabyte Technology Co.的股价在周三下跌了高达3.8%，而Asustek Computer Inc.的股价则下跌了6.2%。这些波动凸显了台湾所面临的微妙平衡，因为台湾拥有全球绝大多数AI晶片的制造能力，并已崛起成为全球第五大（5th-largest）股票市场。此外，Lai Ching-te的政府加强了国内的执法力度，包括在四月份因窃取TSMC商业机密而将一名Tokyo Electron Ltd.的工程师判处十年（10-year）有期徒刑。
在区域方面，其他美国盟友也面临著类似的压力，需要遏制晶片流向中国。尽管马来西亚在2025年同意配合美国的限制措施，但其实施情况仍不明朗。同时，新加坡选择利用现有的当地法律来解决这个问题，目前正在起诉涉嫌在最初运往马来西亚的硬体终端目的地方面欺骗供应商的个人。分析人士指出，将出口管制承诺纳入国际贸易协定，正日益推动这些关键技术中心进行国内政策变革。
Taiwan is considering implementing stricter export controls on advanced AI chips to all customers in China to align with US measures first introduced in 2022. Currently, Taiwan does not criminalize unauthorized AI chip exports to China, making prosecutions difficult. However, last month, authorities made their first detentions of three alleged smugglers on charges of document falsification. If implemented, these new restrictions would allow Taiwan to prosecute AI chip smuggling as a criminal offense for the first time, reinforcing technological and national security.
The potential restrictions immediately impacted the market, with shares of Gigabyte Technology Co. falling up to 3.8% and Asustek Computer Inc. declining by 6.2% on Wednesday. These shifts highlight the delicate balance for Taiwan, which is home to the vast majority of global AI chip manufacturing and has risen to become the world’s fifth-largest (5th-largest) stock market. Additionally, Lai Ching-te's administration has intensified domestic enforcement, including sentencing a former Tokyo Electron Ltd. engineer to a 10-year (10-year) prison term in April for stealing TSMC trade secrets.
Regionally, other US allies face similar pressures to curb chip diversion to China. While Malaysia agreed to match US curbs in 2025, the implementation remains uncertain. Singapore has chosen to address the issue using existing laws, currently prosecuting individuals for defrauding suppliers regarding hardware initially sent to Malaysia. Analysts note that incorporating export control commitments into international trade agreements is increasingly driving domestic policy changes across these key technology hubs.