The U.S. Bureau of Industry and Security (BIS) announced two major regulatory changes on November 10, bringing significant adjustments to the global semiconductor supply chain.
First, the "50% U.S. Content Rule" for export controls will be suspended for one year. Originally issued on September 30, 2025, the suspension period will last from November 10, 2025, to November 9, 2026. The rule is set to resume indefinitely starting November 10, 2026, unless further modifications are made.
Second, seven Chinese and Hong Kong affiliates of Arrow Electronics have been removed from the Entity List. These include Arrow (China) Electronic Trading Co., Ltd., Arrow Electronics (Hong Kong) Ltd., and six associated aliases. Notably, BIS issued a temporary license to Arrow prior to the announcement, allowing the company to resume all normal transactions with its Chinese entities. The license remains valid until February 14, 2026, or until the rule officially takes effect, minimizing operational disruptions.
As a global leader in electronic component distribution, Arrow’s removal from the Entity List will restore the supply channel for U.S. core components to the Chinese market, benefiting a wide range of customers from multinational OEMs to small and medium-sized electronics design firms.
ICgoodFind :The temporary easing of U.S. export rules provides relief to the semiconductor supply chain, supporting operational stability for affected companies.
