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Will the US announce zero new semiconductor export controls targeting China before 19 December 2026?

probability 83% deadline 2026-12-19 (56d left) Technology

Posted 2026-10-24 — 56 days before the deadline, stated before the outcome.

The United States government regulates the export of advanced semiconductor technology to manage geopolitical risks and national security. These controls restrict the transfer of specific chips and manufacturing equipment to designated foreign entities, including those in China.

The claim

The US announces zero new semiconductor export controls targeting China before 2026-12-19.

Reasoning trace

  1. Core question: us_china_chip_controls (instance 2)

Evidence so far

0 confirming · 0 denying signals · 0 verified · 0 broken assumptions. The evidence itself is part of the full dossier.

Probability history

Updated 1 time since mint (last on 2026-10-24) — 76% at mint → 83% today.

What to watch

  • milestone The Bureau of Industry and Security (BIS) publishes a Notice of Proposed Rulemaking (NPRM) in the Federal Register regarding semiconductor export controls to China.
  • leading indicator The US Department of Commerce issues a public statement or press release announcing the intent to finalize new semiconductor export restrictions on China.
  • leading indicator The US Department of Commerce publishes a Federal Register notice or public draft rule proposing to add specific Chinese semiconductor manufacturers to the Entity List or restrict equipment sales to them.

The full dossier behind this prediction — the evidence trail, the risk analysis, the monetization scenarios — is available on request: [email protected].

Probabilities are calibrated against the system's own resolved history; after the deadline the outcome is resolved and audited — including the calls we get wrong. Nothing on this page is investment advice.