대만은 AI 칩에 대한 더 엄격한 수출 통제 규정을 마련 중이며, 이는 엔비디아의 공급망 경로와 투자자 전망에 상당한 영향을 미칠 것으로 예상된다.
Taiwan is considering criminalizing the smuggling of AI chip servers to China for the first time, according to a Bloomberg report published on June 9, 2026, at 8:10 AM EDT. The proposal emerges as part of ongoing trade negotiations between Taipei and Washington, with Taiwan weighing tighter controls on AI chip exports to further align with American measures.
Under current Taiwanese law, shipping AI chips to China without authorization does not constitute a criminal offense. While local authorities have warned companies against such activities, enforcement has been constrained by existing legal frameworks. The proposed overhaul would mark a significant policy shift, allowing Taiwan to treat AI chip smuggling as a criminal charge for the first time. Anonymous sources familiar with the sensitive matter told Bloomberg that the new rules would also move beyond Taiwan’s current blacklist approach—which currently restricts sales only to sanctioned entities like Huawei—by limiting AI chip sales to all Chinese customers.
The updated regulations would strengthen authorities’ ability to combat the illegal rerouting of advanced AI hardware, including Nvidia-powered servers, into China. Such sales have required U.S. government approval since 2022 to prevent Beijing from leveraging these processors for military advancement. While Taiwan has broadly agreed to mirror the U.S. framework by likely capping sales based on processing power thresholds, the exact parameters remain under negotiation. According to Bloomberg, details still must be finalized before senior officials on both sides can formally review and approve any agreement.
Shares of Nvidia (NVDA) and Taiwan Semiconductor Manufacturing Co. (TSM) drew attention in premarket trading on Tuesday following the report. At the time of writing, both stocks were trading flat. Year-to-date, TSM has gained over 33%, while NVDA has climbed more than 10%.
Enforcement efforts have already intensified. Last month, Taiwanese authorities arrested suspected chip smugglers on document falsification charges. Official statements omitted key operational details, but investigators revealed that Japan was allegedly used as a transit point. Authorities suspect the defendants had already successfully routed at least one shipment of servers through that corridor before the hardware reached Hong Kong.
On Stocktwits, retail sentiment surrounding NVDA has shifted from neutral to bearish over the past 24 hours, with message volumes remaining low. Meanwhile, sentiment for TSM has stayed bearish, though message volumes have risen from normal to high during the same period.
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