Industrial Policy & Trade Monitor· 2662 actions· ✨ 89 recent

On June 8, 2026, the US Department of Defense published its annual update to the Section 1260H Chinese Military Companies (CMIC) list, adding 65 entities (17 new parent companies and 48 subsidiaries), bringing the total to approximately 188–200 designated entities. Major additions span EV and battery manufacturing (BYD, NIO, CATL), consumer internet (Alibaba, Baidu, Tencent), semiconductors (SMIC, YMTC, CXMT), solar (JA Solar, Trina Solar), biotech (BGI Genomics, WuXi AppTec), drones/robotics (DJI, Unitree, RoboSense), and telecoms (TP-Link). Effective June 30, 2026, DoD is prohibited from procuring goods, services, or technology directly from listed entities; effective June 30, 2027, the ban extends to indirect supply-chain procurement through prime contractors and all sub-tiers.

Japan's Cabinet approved an amendment to the Cabinet Order on Inward Direct Investment under the Foreign Exchange and Foreign Trade Act (FEFTA) on 1 April 2025; the order was promulgated 4 April 2025 and entered into force 19 May 2025. The amendment introduces two new investor categories — Type-A (investors legally or contractually obligated to share information with foreign governments) and Type-B (investors effectively in a comparable position without formal legal obligation) — and eliminates or narrows exemptions from mandatory prior-notification screening for both categories. The primary driver is concern over minority-stake acquisitions by Chinese investors in Japanese listed companies operating in sensitive sectors including cloud computing, telecommunications infrastructure, semiconductor equipment, and advanced electronics. The reform is structurally distinct from the outbound FEFTA catch-all controls overhaul (2025-10-09) and from the Economic Security Promotion Act (2022-05-18); it is the inbound FDI-screening complement to that framework.

Government Decree 53/2022/ND-CP, signed 15 August 2022 and effective 1 October 2022, implements Article 26 of Vietnam's 2018 Law on Cybersecurity. It mandates in-country storage of three categories of data — personal data of users in Vietnam, user-generated data, and user-relationship data — for both domestic and foreign cyberspace- service providers, with a minimum 24-month retention period. Foreign enterprises providing telecoms, data storage, domain names, e-commerce, online payments, social networks, online video games, or messaging services to users in Vietnam must establish a Vietnamese branch or representative office within 12 months of a Minister of Public Security written request. The decree closes a four-year implementation gap on the 2018 Cybersecurity Law and is the principal Vietnamese digital-trade barrier alongside Decree 13/2023/ND-CP (Personal Data Protection).