Taipei's new chip export schedule reshapes who gets advanced packaging in 2026

Taipei published a revised export schedule for advanced packaging this week. The list of who qualifies is short; the list of who was quietly left off is the document worth reading.

Advanced packaging — not raw wafers — is the current chokepoint for high-end AI accelerators, which makes the schedule a more precise instrument of policy than headline chip bans.

Two ASEAN assembly partners gained eligibility. One prominent mainland-linked subcontractor did not, despite meeting the stated technical criteria — a reminder that the exclusions are louder than the inclusions.