Industrial Policy & Trade Monitor· 2663 actions· ✨ 89 recent

Executive Order 14413, signed 22 June 2026, directs a national quantum-computing industrial-policy push: the QC-ADDS effort to deliver large-scale quantum computers to Department of Energy facilities for application development and discovery science, a National Center for Quantum Computing Assessment, an expanded Quantum Information Science and Technology Counterintelligence Protection Team, and a network of National QIST Workforce Development Institutes. It sets staged deadlines (30/60/90/120/180 days) for agency policy alignment, sensor-project identification, QC-ADDS technical specifications, and workforce/supply-chain plans, plus a September 2028 target for next-generation quantum-sensor deployment. Section 9 directs harmonisation of research-security and export-control policy with allies to prevent "countries of concern" from acquiring critical quantum technologies, but the order does not itself impose any new export-control rule. No dollar figures are specified.

On 3 June 2026 the European Commission adopted a legislative proposal for the Cloud and AI Development Act (CADA) — COM(2026) 502 — as part of the European Technological Sovereignty Package. The CADA proposes to triple EU data-centre capacity over five to seven years, introduces a single EU-wide sovereignty assessment framework for cloud and AI services, and establishes common EU-level procurement mechanisms for public administrations prioritising EU-based cloud and AI infrastructure. As a Commission proposal the CADA now enters co-decision (European Parliament + Council) and is not yet law; it is structurally distinct from the co-adopted Chips Act 2.0, addressing cloud infrastructure and AI compute capacity rather than semiconductor supply chains.

Taiwan's Ministry of Economic Affairs established the Quantum Industry Technology Promotion Office (QITPO) on April 27, 2026, as the government's primary vehicle to develop Taiwan's role in the global quantum supply chain beyond its established "Silicon Island" semiconductor position. QITPO is mandated across three axes: supporting Taiwanese manufacturers' technical capabilities in early-stage quantum development ("Quantum Taiwan" initiative); creating a cross-sector exchange platform between industry, academia, and research institutions; and attracting global quantum companies to establish R&D centres in Taiwan. Eighteen Taiwanese companies participated in the launch event.

The UK Department for Science, Innovation and Technology (DSIT) launched the Sovereign AI Fund on 16 April 2026, a £500 million state-anchored equity vehicle chaired by James Wise (Balderton Capital) and designed to operate at venture-capital speed. The Fund makes direct equity investments in UK-headquartered AI startups and bundles allocations of UK AI Research Resource (AIRR) supercomputer capacity alongside investment tickets; an initial cohort of six startups received up to one million GPU hours each and Callosum received the first equity ticket. The Fund is the principal operational implementation of the AI Opportunities Action Plan (CP 1241, January 2025) compute-and-capability pillar and has a dedicated government portal at sovereignai.gov.uk.

On 15 April 2026 Japan's Ministry of Economy, Trade and Industry (METI) published the interim summary "Manufacturing Base Strengthening Report" from the Study Group on Strengthening Manufacturing Base in Light of Geopolitical Risks. The report frames Japan's manufacturing base as the source of national power and proposes shifting economic-security support for "autonomy assurance" from "point" measures to "area"-wide measures — expanding the scope of Specified Critical Materials under the 2022 Economic Security Promotion Act (ESPA) beyond narrowly defined inputs to cover foundational petrochemicals (ethylene, propylene, methanol, synthetic rubber) and process-industry technologies (casting, forging), plus components for emerging technologies (humanoid-robot actuators and sensors, lasers for quantum computing). It is the cornerstone framework document operationalising METI's FY2026 strategic-budget package (~¥3.07 trillion overall envelope; ~¥1.23 trillion specifically for semiconductors and AI, including ¥150bn for Rapidus and ¥387.3bn for AI development) as Japan's coordinated response to deepening Chinese export-control pressure on dual-use items, gallium/germanium, graphite, antimony and heavy rare earths.

The US Bureau of Industry and Security issued a final rule (RIN 0694-AK74, 91 FR 17851, FR doc 2026-06851, signed 7 April 2026, published 9 April 2026, effective 7 April 2026) extending two compliance dates in the January 2025 Foundry Due Diligence (FDD) interim final rule that introduced the "Authorized IC Designer" / "Approved IC Designer" framework for advanced-computing integrated circuits controlled under ECCN 3A090.a. The prior 13 April 2026 cutoff for Authorized IC Designer status — the self-certification pathway available to designers headquartered in Country Group A:1 / A:5 / Taiwan and not parented in Macau or D:5 — is moved to 31 December 2026, and the application window to become an Approved IC Designer is extended to the same date with a subsequent 180-day authorization runway. The rule is a procedural deadline-extension only; it does not change the substantive scope, eligibility criteria, ECCN classifications, or end-use / end-user restrictions of the FDD IFR.

On 25 February 2026 the Swiss Federal Council adopted extensive amendments to the Ordinance on Measures in Connection with the Situation in Ukraine (Ukraine Ordinance) and the Ordinance on Measures against Belarus, completing implementation of the EU's 19th sanctions package with effect from 26 February 2026. Headline measures: a complete ban on the purchase and import of Russian LNG taking effect 25 April 2026 (transition period until end-2026 for pre-existing long-term contracts); a complete prohibition on the provision of crypto-asset services to Russian persons and companies; new service bans covering advanced-technology / AI / high-performance-computing services and tourism-related services; expansion of the dual-use end-user list (Annex 2) including additional Chinese entities; SECO authority to grant divestment-exemption licences until end-2026 under Art. 30a; and parallel adoption of the EU October 2025 Belarus measures via amendment to the Belarus Ordinance.

Australia's National Reconstruction Fund Corporation, the federal government's AUD 15 billion sovereign investment vehicle, made an AUD 20 million (USD 14 million) equity investment in Diraq, a Sydney-based silicon-qubit quantum computing startup spun out of UNSW Sydney. The funding backs research, product development and commercialisation as Diraq works toward a utility-scale quantum computer, and is framed by the NRFC as building sovereign quantum capability and keeping the IP and jobs onshore in Australia.

Dubai's Vice President and Prime Minister Sheikh Mohammed bin Rashid Al Maktoum launched AED 12.8 billion (~USD 3.5bn) in strategic expansion projects for the Dubai Silicon Oasis free zone, comprising a AED 11 billion (~USD 3.0bn) "District IO" technology district and a AED 1.8 billion (~USD 0.49bn) Block 14 mixed-use development. District IO targets smart mobility, 3D printing, robotics, X-Tech, AI, quantum computing and Web3 firms via 25 LEED-compliant buildings, R&D labs and data centres, with capacity for 6,500+ companies and a stated goal of AED 103bn GDP contribution and 70,000+ jobs by 2036. Global Trade Alert classifies the intervention as a financial grant plus an in-kind grant to the free zone.

Council Regulation (EU) 2026/150 of 16 January 2026 amends the founding regulation of the European High Performance Computing Joint Undertaking (Regulation (EU) 2021/1173), adding two new mandate pillars: deployment of "AI gigafactories" — large-scale, energy-efficient compute facilities supporting full-lifecycle training and inference of very large AI models for European researchers, startups and industry — and a broadened quantum technologies pillar covering quantum computing, simulation, communication, and sensing/metrology, alongside creation of a new Quantum Technologies Advisory Group (QTAG). EuroHPC JU's existing joint EU/member-state budget baseline is at least EUR 8.2bn for 2021-2027, now expanded to fund these additional pillars; the regulation entered into force 20 January 2026.

On 16 January 2026 the Saudi Council of Ministers, via Cabinet Decision No. 468/1447 (issued 30 December 2025 / 9 Rajab 1447H), published in the Umm Al-Qura Official Gazette four sets of implementing regulations governing the King Abdullah Economic City (KAEC), Ras Al-Khair, Jazan, and Cloud Computing & IT Special Economic Zones. The regulations entered into force on 16 April 2026 (90 days after gazette publication) and operationalise the SEZ framework first launched by ECZA in April 2023. Each zone has its own standalone framework but they share a common headline tax package: 5% corporate income tax for up to 20 years, zero VAT on intra-SEZ and SEZ-import flows, customs-duty suspension on qualifying imports, withholding-tax exemption on dividends and approved cross-border payments, and exemption from key provisions of the Saudi Companies Law, Commercial Register Law, and Trade Names Law. KAEC focuses on advanced manufacturing, automotive, consumer goods, ICT and pharmaceuticals; Ras Al-Khair targets shipbuilding, offshore rigs and MRO; Jazan covers food processing, metals conversion and logistics for Africa-bound trade; the Cloud Computing SEZ is a virtual zone (data centres can sit anywhere in KSA, headquarters must be in Riyadh) for cloud and AI-compute workloads. The package is the operational implementation layer for the 2024 Investment Law and a core Vision 2030 FDI-attraction instrument.

On 14 January 2026 President Trump issued a Presidential Proclamation under Section 232 of the Trade Expansion Act of 1962 imposing a 25% ad valorem tariff on imports of certain advanced computing chips and their derivative products, effective 12:01 a.m. EST on 15 January 2026. The measure adopts findings of the Section 232 investigation initiated 1 April 2025 (Department of Commerce report transmitted 22 December 2025) into semiconductors, semiconductor manufacturing equipment, and derivative products. Coverage is narrowly drawn to high-performance AI accelerators meeting specified technical parameters (publicly characterised as covering devices in the NVIDIA H200 / AMD MI325X performance tier), with broad use-based exemptions for chips going into US data centres, US R&D, US repairs, and other uses deemed to strengthen domestic supply chains.

The US Bureau of Industry and Security issued a final rule (RIN 0694-AK43, 91 FR 1684, signed 13 January 2026, effective 15 January 2026) revising the EAR license-review policy for exports of certain advanced-computing integrated circuits to end-users in China and Macau from a presumption of denial to case-by-case review. Eligibility is limited to commodities controlled under ECCN 3A090.a and 3A090.b with a Total Processing Performance (TPP) below 21,000 and total DRAM bandwidth below 6,500 GB/s — the band that covers NVIDIA H200 and AMD MI325X-equivalents and below. To qualify, exporters must certify (i) sufficiency of US supply such that the export will not delay domestic orders or divert foundry capacity, (ii) that aggregate TPP of advanced-node ICs exported to China or Macau will not exceed 50% of domestic shipments, (iii) compliance with end-use and end-user prohibitions, and (iv) prior performance review by a qualified independent third-party testing lab headquartered in the United States. The rule is the first material rollback of the October 2022 / October 2023 / December 2024 advanced-computing export-control architecture and operationalises the Trump-administration policy of trading H200-class chip access against Chinese cooperation on critical minerals, fentanyl precursors and Taiwan-strait restraint.

The UK Export Control (Amendment) (No. 2) Regulations 2025 (SI 2025/1197) entered into force on 16 December 2025, extending the UK's strategic export control regime to cover quantum computing hardware (ECCN-aligned 4A506), advanced and cryogenic semiconductor technologies (3A501, 3A504, 3B501), and associated software and technology categories. The regulations also transfer existing national controls on quantum and advanced semiconductor items from the Export Control Order 2008 into the UK's assimilated Dual-Use Regulation (retained EU 428/2009 as amended), harmonising the UK's dual-use schedule with Wassenaar Arrangement 2024 updates. The action is explicitly calibrated as "Wassenaar Minus One" — aligning UK controls with the US BIS (EAR / ECCN framework) and EU (Regulation 2021/821 as amended) without requiring multilateral consensus on each item. It is the first UK statutory instrument since Brexit to add substantial new technology-specific dual-use controls targeting advanced semiconductor and quantum capabilities.

On 15 December 2025, Canada's Minister of Artificial Intelligence and Digital Innovation, Evan Solomon, announced Phase 1 of the Canadian Quantum Champions Program (CQCP), awarding CAD 92 million (up to CAD 23 million each) to four domestic quantum-computing developers — Anyon Systems, Nord Quantique, Photonic, and Xanadu Quantum Technologies — to accelerate progress toward fault-tolerant quantum computers with industrial and defence applications. The program is designed to anchor quantum companies, talent and intellectual property inside Canada, moving systems beyond academic prototypes toward real-world testing and practical workloads, and sits within a broader ~CAD 334.3 million, five-year federal quantum-ecosystem commitment tied to Budget 2025 and Canada's National Quantum Strategy.

Brazil's Foreign Trade Chamber Executive Committee (GECEX/CAMEX, under the Ministry of Development, Industry, Trade and Services) approved Resolução Gecex nº 824, dated 4 December 2025, rebalancing the country's ex-tarifário IT- and telecommunications-goods (BIT) duty-relief regime. The resolution excludes a batch of expired or superseded ex-tarifário codes from Annex I of the base Resolução Gecex nº 323/2022 — reverting those products to Brazil's standard import tariff — and adds a new batch of exemptions to the Anexo Único of Resolução Gecex nº 781/2025, extending duty relief on a different set of IT/telecom products (printing equipment, data-processing machines, telecom apparatus, network/fibre-optic components, mobile-phone components) through late 2027. Global Trade Alert's analysis counts 301 IT/telecommunications products as affected by the net exclusion/inclusion changes. Published in the Diário Oficial da União on 5 December 2025, the resolution entered into force seven days after publication (12 December 2025).

On 20 November 2025 the White House and US Department of Commerce / Bureau of Industry and Security (BIS) authorised Abu Dhabi AI holding company G42 to import advanced computing chips — equivalent to approximately 35,000 Nvidia GB300 Blackwell processors — under the UAE-pioneered Regulated Technology Environment (RTE) compliance framework. The RTE is an Emirati-designed technology governance and audit architecture, developed by G42 and approved under BIS guidelines, with binding UAE-side controls to prevent onward diversion to foreign adversary nations. The authorisation accelerates the Stargate UAE project — a 1 GW AI compute cluster being built by G42 for OpenAI in partnership with Oracle, Cisco, NVIDIA, and SoftBank Group — and represents the first concluded major country-level advanced-compute authorisation following the May 2025 rescission of the Biden-era AI Diffusion Rule.

The EuroHPC Joint Undertaking, via Horizon Europe grant agreement 101253078, is co-funding "AI:AT — the AI Factory Austria" with EUR 14,999,999.45 in EU/EuroHPC funding against a total project cost of EUR 29,999,998.79 (matched roughly 50/50 by Austrian national and consortium co-funding). The grant runs 1 July 2025 to 30 June 2028 and is coordinated by Advanced Computing Austria (ACA) GmbH together with the AIT Austrian Institute of Technology and a consortium of Austrian academic and industry partners. AI:AT builds supercomputing infrastructure and AI services as Austria's national node in the EU's AI Factories network, one implementing grant under the EU AI Continent Action Plan (COM(2025)165, filed 2025-04-09-eu-ai-continent-action-plan).

Taiwan's Ministry of Economic Affairs International Trade Administration (MOEA-ITA) published a draft amendment to the Strategic High-Tech Commodities (SHTC) export control lists on 18 November 2025, subject to a 60-day public-preview period, adding 18 items in three new categories — advanced 3D printing equipment (metal-powder-bed- fusion, laser-sintering, electron-beam-melting capable systems), advanced semiconductor equipment (CMOS chips, low-temperature cryogenic cooling, scanning electron microscope equipment, cryogenic wafer probers), and quantum computers (general-purpose programmable quantum computing systems). Exporters must obtain MOEA-ITA prior approval before shipment; permits will be issued only after confirming goods will not be used in weapons-of-mass-destruction programmes.

SETT, the operational vehicle of Spain's PERTE Chip programme, announced a EUR 9.5 million public investment in Ideaded, a Viladecans (Barcelona) company developing microchips on alternative substrates to silicon. The funding is earmarked to complete Spain's first pilot plant for silicon-alternative microchips, financed under the Plan de Recuperacion, Transformacion y Resiliencia (NextGenerationEU). Target output is 50 wafers/month (first wafer expected 2026) plus up to 300 million RFID antennas/year, aimed at advanced-computing, AI and defence applications.

Thailand's Board of Investment issued Notification No. 9/2568 on 14 November 2025, amending the Activity List Eligible for Investment Promotion by splitting the prior single data-center category into two tiers based on power-usage efficiency: high-efficiency data centers (PUE ≤ 1.3) qualify for an 8-year corporate income tax (CIT) exemption, while other data centers receive a 5-year CIT exemption. A precursor restructure (Notification No. 5/2568, 5 June 2025) first introduced the two-tier category split; Notification 9/2568 added location-differentiated terms based on the Eastern Economic Corridor (EEC). New benefit conditions require applicants to submit a Thailand-benefit plan — training programmes, academic/R&D partnerships, local supply-chain support, or knowledge transfer to Thai nationals — that must be implemented before CIT exemption benefits can be exercised.

Japan's Ministry of Economy, Trade and Industry amended the Export Trade Control Order (輸出貿易管理令) to add four technology categories to the prior-notification-of-transfer list under the Technology Management Scheme through Public-Private Dialogue (TMS-PPD): quantum-dot materials, TADF (thermally-activated delayed fluorescence) emissive materials, phase-difference film, and flexible endoscopes. Announced 11 November 2025, promulgated 19 November 2025, and effective 19 January 2026. This is the first list-control update produced by the TMS-PPD mechanism, which was established in December 2024 as an annual METI–industry review process for adding emerging-technology items to prior-notification controls outside the slower Wassenaar Arrangement / FEFTA catch-all channels.

Japan's Cabinet adopted a Cabinet Order on 11 November 2025 (promulgated 14 November 2025, effective 14 February 2026) amending Appended Table 1 of the Export Trade Control Order (輸出貿易管理令) to add three new list-control item categories: (i) peptide synthesizers and related components (Item group mapping to Australia Group 2023–2024 plenary dual-use biotechnology controls, aligning Japan with the US BIS implementation promulgated December 2024), (ii) powders of refractory metals or their alloys below specified particle-size and purity thresholds — tungsten, molybdenum, niobium, tantalum, and rhenium powders used as additive- manufacturing feedstocks (Item 5(20), implementing a Wassenaar Arrangement plenary outcome on metal-powder dual-use), and (iii) modules, assemblies, or devices incorporating field-programmable logic devices (FPGAs) above specified gate-count and process-node thresholds (Item 7(10-2), extending Japan's semiconductor-component AI-compute perimeter). This is the first discrete Appended Table 1 list-control amendment filed under the post-October-2025 FEFTA catch-all- controls overhaul architecture.

The General Office of the Fujian Provincial People's Government issued Min Zheng Ban [2025] No. 30, "Several Measures to Promote the Development of the Artificial Intelligence Industry and Empowerment Applications in Fujian Province," on 2025-11-04. The notice implements the national "AI+" initiative at provincial level via three quantified subsidy tracks: a talent-recruitment supplement of RMB 200,000/year per person for AI engineers registered on a provincial core-engineer roster; a compute subsidy covering up to 50% of annual cloud/compute-service spend (capped at RMB 500,000 per firm) for companies purchasing at least RMB 100,000 of computing services per year; and a one-time capital subsidy of up to 50% of build cost (capped at RMB 5,000,000) for qualifying AI innovation platforms. The measure is in force through 2028-12-31 (per GTA state-act revocation date) and is one of a wave of province- and city-level AI industrial-policy notices issued across China in late 2025.

The US Department of Energy announced $625 million in funding to renew its five National Quantum Information Science (QIS) Research Centers for up to five more years, supporting the National Quantum Initiative Act (2018). $125 million is allocated for Fiscal Year 2025, with outyear funding contingent on congressional appropriations. The renewed centers are hosted at Brookhaven, Fermilab, Argonne, Lawrence Berkeley, and Oak Ridge national laboratories. Global Trade Alert logged the announcement as state aid affecting research/computing-machinery trade partners including Australia, Austria and Belgium, though the DOE release itself is domestic-research funding with no explicit foreign-country provisions.

The Beijing Fengtai District Science and Technology and Information Bureau issued Fengkexinfa [2025] No. 7, "Several Measures to Support AI Science and Technology Innovation and Industrial Innovation Integration and Development in Fengtai District," on 2025-10-30. The notice bundles ten categories of subsidy for AI enterprises operating in the district, covering compute-purchase cost-sharing (20% up to RMB 2,000,000 for general AI firms, 30% up to RMB 3,000,000 for "industrial intelligence" firms), large-model development grants (up to RMB 500,000-600,000), dataset/data-asset subsidies (RMB 100,000-2,000,000), platform and incubator capex (up to RMB 5,000,000 and RMB 10,000,000 respectively), and fund-manager and talent-recruitment support. The measure is in force through 2028-12-31.

Brazil's Foreign Trade Chamber executive committee (GECEX) issued Resolution No. 809 on 23 October 2025, published in the Diário Oficial da União on 24 October 2025, amending Annex I of the base IT and telecommunications-goods Ex-Tarifário regime (GECEX Resolution 323/2022) and the Single Annex of GECEX Resolution 781/2025. The resolution moves NCM tariff lines between the two annexes: items excluded from Annex I revert to Brazil's standard Mercosur Common External Tariff (TEC) rate, while items added to the 781/2025 Single Annex retain the reduced 0% Ex-tarifário rate. Global Trade Alert's intervention-level coding splits the rebalancing into a liberalising leg (116 products losing duty) and a restrictive leg (103 products across 26 six-digit NCM headings reverting to standard duty), while a Brazilian legal database separately estimates roughly 139 total Annex I line items affected (NCM range 8443.32.99– 9032.90.99), plus one item (NCM 8543.70.99, Ex 375, digital audio mixers) with updated technical specifications. The change took effect 31 October 2025, seven days after publication.

On 23 October 2025, the Council of the European Union adopted the 19th package of restrictive measures against Russia, anchored by Council Regulation (EU) 2025/2033 amending Regulation 833/2014 (sectoral sanctions), Council Implementing Regulation (EU) 2025/2035 amending Regulation 269/2014 (asset-freeze listings — 22 individuals + 42 entities, total 69 listings), and Council Regulation (EU) 2025/2041 (parallel Belarus measures). The package closes the Russian-LNG import loophole left open by the 18th package and establishes the architectural template for crypto-asset sanctions. Headline measures: (i) full prohibition on imports of Russian-origin LNG into the EU — short-term contracts banned six months from entry into force (effective 25 April 2026), long-term contracts (> 1 year, executed before 17 June 2025) phased out by 1 January 2027; (ii) full transaction ban on Rosneft and Gazprom Neft (tightening prior partial measures); (iii) five additional Russian banks added to Annex XIV transaction ban (Alfa-Bank, MTS Bank among them; effective 12 November 2025); (iv) full transaction bans on the Mir card payment system and the Faster Payments System (SBP), effective 25 January 2026; (v) first-ever EU sanctions on a stablecoin — the rouble-backed A7A5 (issuer + developer designated) — and a Paraguay-based cryptocurrency exchange used as a circumvention rail; (vi) prohibition on EU operators contracting with 11 listed Russian Special Economic Zones (Annex LII), with mandatory divestment from Alabuga (Tatarstan) and Technopolis Moscow effective 25 January 2026 — no five-year wind-down available; (vii) 45 entities added to Annex IV military end-user list (28 Russian + 17 third-country: 12 Chinese/Hong Kong, 3 Indian, 2 Thai); (viii) new export restrictions on electronic components, microelectronics, acyclic hydrocarbons, pneumatic rubber tires and propellant chemicals (~EUR 155 m of EU 2024 exports); (ix) prohibition on supply of AI, HPC, and quantum-computing services to Russian persons (effective 25 November 2025); (x) tourism-services ban (1 January 2026 wind-down); (xi) 117 additional shadow-fleet vessels listed (cumulative 557, exceeding the 18th package's 444); (xii) four Belarus + Kazakhstan banks listed for SPFS use (effective 2 December 2025); (xiii) binding ownership/control definitions added to Reg. 269/2014 (50 % proprietary-rights threshold + eight-criterion control test). Entry into force on 24 October 2025 (day following publication in OJ L_202502033), except for measures with explicit deferred application dates.

On 23 October 2025, the Council of the European Union adopted Council Regulation (EU) 2025/2041 (amending Regulation (EC) No 765/2006) and Council Decision (CFSP) 2025/2040 (amending Decision 2012/642/CFSP), widening the EU's Belarus restrictive-measures regime in lockstep with the 19th Russia sanctions package adopted the same day. The package widens the export ban to industrial goods (salts, ores, rubber articles, tyres, millstones, construction materials, electronic components, rangefinders, propellant chemicals, metals/oxides/alloys), extends the import ban to all acyclic hydrocarbons, introduces a new prior-licensing requirement for services supplied to Belarus, its government, or public bodies, and mirrors the Russia regime's space, AI, and high-performance/ quantum-computing service restrictions. A companion instrument, Council Implementing Regulation (EU) 2025/2039, adds 5 new asset-freeze listings (2 individuals + 3 entities, including JSC Holography Industry, Horizont Holding, and ICT Horizont). Entered into force 24 October 2025.

On 17 October 2025 Türkiye's Ministry of Industry and Technology opened the "HIT-AI" call, a USD 1.6 billion support tranche under the HIT-30 High Technology Investment Programme (see `2024-07-26-turkiye-hit-30-high-technology- investment-programme`), targeting large-scale IT investments delivering AI services, managed/self-service cloud offerings, and AI-hardware buildouts of at least USD 100 million. The call bundles multiple instruments — tax reduction up to 60%, capex grants up to 40% (with an additional up to 20% grant specifically for AI-hardware investment), concessional financing up to 70%, employment support, and market-development support up to 20% — and was announced alongside a parallel USD 1.5 billion "HIT-Data Centre" call, a USD 300 million "HIT-Quantum" call, and a USD 1 billion "HIT-Industrial Robot" call. Minister Mehmet Fatih Kacır framed the combined package as designed to mobilise USD 10 billion in data-centre and AI investment by 2030, lifting national data-centre capacity from 250 MW to 1 GW.

On 17 October 2025 Türkiye's Ministry of Industry and Technology opened the "HIT-Quantum" call, a USD 300 million support tranche under the HIT-30 High Technology Investment Programme (see `2024-07-26-turkiye-hit-30-high-technology-investment-programme`), aimed at building high-capacity infrastructure for quantum computing services, a scalable quantum hardware/software ecosystem for research centres, universities and the private sector, and skilled-workforce development. The call was announced alongside three parallel HIT-30 sector calls — a USD 1.6 billion "HIT-AI" call (see `2025-10-17-turkiye-hit-ai-cloud-infrastructure-call`), a USD 1.5 billion "HIT-Data Centre" call (see `2025-10-17-turkiye-hit-data-centre-call`), and a USD 1 billion "HIT-Industrial Robot" call (see `2025-10-17-turkiye-hit-industrial-robot-call`). Global Trade Alert logs this single government call as three separate "interventions" (financial grant, state loan, and tax/social-insurance relief) under state act 95017.

On 9 October 2025 the Shandong Provincial People's Government General Office issued Notice 鲁政办字〔2025〕129号, promulgating "Several Measures to Accelerate High-Quality Development of Shandong's Commercial Aerospace Industry," effective on issuance through 31 December 2027. The package targets three sub-sectors — launch vehicles, satellite manufacturing/applications, and aerospace supporting industries — with a province-wide goal of reaching an annual production capacity of 100 commercial rocket launches and 150 commercial satellites, and a commercial-aerospace industry scale of RMB 50 billion (500亿元), by 2027. Concrete subsidy instruments include a sea-launch insurance rebate (up to 35% of "launch insurance" and "third-party liability insurance" premiums, capped at RMB 3 million per project) for operators launching from the Yantai Dongfang Aerospace Port sea-launch platform, a bounty of up to RMB 1 million per product for satellite-application AI models that pass third-party evaluation, and a computing-power subsidy of up to 5% of contract value (capped at RMB 5 million per firm) for satellite applications that procure significant compute. The measures also direct Yantai to anchor sea-launch and integrated manufacturing, Jinan and Tai'an to build out rocket/satellite manufacturing and constellation operations, and Qingdao to specialise in satellite-application clusters and Belt-and-Road-facing services.

On 2 October 2025, Denmark's state-owned Export and Investment Fund (EIFO) and Novo Holdings launched 55 North, a Copenhagen-based venture capital platform dedicated exclusively to quantum technology (computing, sensing and communications), announcing a first close of EUR 134 million (DKK ~1 billion) toward a EUR 300 million (DKK ~2.2 billion) target fund. EIFO's participation executes a direct mandate from Denmark's 2023 National Strategy for Quantum Technology, which tasked EIFO with creating a globally leading quantum investment vehicle. The fund targets roughly 75% of capital toward European companies (a quarter reserved for Nordic firms) and has already backed Finland's IQM (EUR 275 million Series B) and Germany's Kiutra (EUR 13 million Series A-2).

India's Directorate General of Foreign Trade (DGFT) issued Notification No. 31/2025-26 on 23 September 2025, revising Appendix-3 of Schedule-II of the ITC(HS) Export Policy to add a new Category 7 — "Certain Emerging Technologies and related items" — to the SCOMET (Special Chemicals, Organisms, Materials, Equipment and Technologies) list. Category 7 brings under export-licence control: quantum-computing systems (≥34 qubits with controlled error rates), cryogenic CMOS integrated circuits, advanced lithography tools (≤45 nm minimum resolvable feature), additive-manufacturing equipment under vacuum, and related software/technology. The notification took effect 30 days from issuance, on 23 October 2025, and is the first new SCOMET category created since the list's last major restructure, aligning India's strategic-trade-control regime with parallel US BIS, Wassenaar Arrangement, and EU dual-use list updates.

On 18 September 2025 Brazil's federal government published Medida Provisória (Provisional Measure) 1318/2025, creating REDATA — the Special Taxation Regime for Datacenter Services — alongside a parallel IT-export regime (REPES). REDATA zeroes federal taxes on servers, storage, networking, cooling and other datacenter capital equipment for qualifying operators from 1 January 2026, conditioned on 100% renewable/zero-carbon energy sourcing, a 2% of investment R&D-in-Brazil commitment, and preferential use of Brazilian- manufactured components. The Finance Ministry projects R$5.2 billion in forgone-tax incentives in 2026 alone, with potential to unlock up to R$2 trillion in private datacenter investment over ten years. REDATA is framed as implementing the National Datacenter Policy (PNDC) under the Nova Indústria Brasil industrial-policy umbrella.

On 17 September 2025 the General Office of the Shanghai Municipal People's Government issued Hufubangui [2025] No. 8, a five-year (26 September 2025 - 25 September 2030) state-aid framework to accelerate frontier-technology innovation and cultivate "future industries" across six domains — future manufacturing, future information, future materials, future energy, future space and future health. Targeted technology areas include cell and gene therapy, brain-computer interfaces, biomanufacturing, embodied intelligence (humanoid robotics/AI hardware), fourth-generation semiconductors, silicon photonics, 6G, neuromorphic computing, quantum technology, controlled nuclear fusion and regenerative medicine. Support is disbursed as tiered direct subsidies rather than tax relief, with named ceilings up to CNY 30 million per proof-of-concept/R&D platform and CNY 20 million per high-quality incubator or first-product/batch innovation award.

Commission Delegated Regulation (EU) 2025/2003, adopted by the European Commission on 8 September 2025, published in the Official Journal on 14 November 2025 and entering into force on 15 November 2025, amends Annex I of Regulation (EU) 2021/821 to implement the 2024 multilateral decisions of the Wassenaar Arrangement, MTCR, Australia Group, and NSG. The most extensive EU semiconductor-equipment additions since the 2021 framework took effect: ALD, epitaxial deposition, lithography, EUV pellicles/masks/reticles, SEM, and etching equipment, plus tighter controls on quantum computers, advanced FPGAs/ICs for AI training, additive-manufacturing, and cryogenic/superconducting components. The regulation is the EU-side update layer of the Western dual-use export control architecture, structurally aligned with the US BIS advanced- computing/SME packages and the Netherlands DUV-licensing regime.

The US Bureau of Industry and Security (BIS) amended the Export Administration Regulations to remove three foreign-owned semiconductor fabs operating in China — Intel Semiconductor (Dalian) Ltd, Samsung China Semiconductor Co. Ltd, and SK hynix Semiconductor (China) Ltd — from the Validated End-User (VEU) Authorizations list (15 CFR Part 748). BIS framed the VEU program as a "loophole" that previously allowed these fabs to receive most US-origin chipmaking equipment, software and technology license-free, a privilege no US-owned fab in China ever had. After the effective date, every restricted shipment to these fabs will require an individual export license, reviewed case-by-case under the existing 2022/2023 advanced- computing controls. The rule is published as Federal Register document 2025-16735 (90 FR 42321), Docket BIS-2025-0555, RIN 0694-AK32.

On 25 August 2025, Brazil's federal government launched a combined BRL 12 billion (~USD 2.2bn) subsidised credit line to fund the diffusion of Industry 4.0 machinery and equipment across the Brazilian industrial base. BNDES (national development bank) contributes BRL 10 billion nationwide through its "Crédito Indústria 4.0" line; Finep (research-financing agency) adds BRL 2 billion via its "Difusão Tecnológica" line, reserved for companies in the North, Northeast and Center-West regions to narrow regional investment gaps. Financing covers capital goods incorporating robotics, artificial intelligence, cloud computing, sensing, machine-to-machine communication and IoT, at concessional rates of roughly 7.5-8% plus spread; credit approvals began 15 September 2025. The line operates under the Nova Indústria Brasil (NIB) national industrial-policy framework.

The French state, via the Agence des participations de l'État (APE), signed a contract on 1 August 2025 to acquire Atos's Advanced Computing division — encompassing the High Performance Computing & Quantum and Business Computing & AI units, commercially known as Bull — for an enterprise value of up to EUR 410 million (later adjusted to up to EUR 404 million after scope changes). The division employs over 2,500 people, mostly in France, generates roughly EUR 800 million in expected 2025 revenue, and operates Europe's only supercomputer manufacturing plant (Angers), including delivery of the EuroHPC JUPITER exascale system. The Ministry of Economy and Finance framed the acquisition as keeping "strategic industrial activities and key technologies" in French hands; the deal closed on 31 March 2026 with the French state as Bull's sole shareholder.

On 28 July 2025 the General Office of the Shanghai Municipal People's Government issued Hufubangui [2025] No. 6, the "Shanghai Embodied Intelligence Industry Development Implementation Plan" (上海市具身智能产业发展实施方案), a dedicated municipal state-aid package to build Shanghai into a global innovation hub for embodied intelligence (humanoid robotics / physical AI). The plan targets an industry scale of CNY 500 billion by 2027, alongside at least 20 core algorithm/technology breakthroughs, four or more high-quality incubators, and "100-100-100" targets for leading enterprises, applications and products. Support is disbursed as tiered direct subsidies capped at CNY 50 million (30% of project cost) for core-technology R&D, CNY 40 million per company per year for computing-power credits, CNY 20 million (50% of cost) for public-platform construction, CNY 10 million (20% of cost) for application-demonstration projects, CNY 5 million per company per year for language-corpus services, CNY 5 million (5% of contract value) for robot sales/rental incentives, CNY 5 million per open-source project, and CNY 1 million per leading enterprise for standards development. Target application sectors are logistics, industrial manufacturing, retail, healthcare/eldercare and domestic services.

The European Commission approved a EUR 41.5 million Italian direct-grant state aid measure to Ephos Srl, an Italian photonics SME, to help finance "Fab-2," a new manufacturing facility for glass-based photonic integrated circuits used in AI datacentres, high-performance computing and quantum computing. The aid was cleared under the European Chips Act state aid framework (Commission case SA.117987, decision of 25 July 2025) and forms part of a EUR 104.9 million total project investment. Ephos already operates a first facility (Fab-1) in Milan; Fab-2 is intended to be the first EU facility of its kind processing this glass-substrate photonic chip technology at scale.

Italy's Ministry of Enterprises and Made in Italy (MIMIT) signed a decree ("Disciplina degli interventi di sostegno alla domanda di servizi di cloud computing e cyber security") on 18 July 2025 establishing a EUR 150 million fund, drawn from FSC 2014-2020 resources, to subsidize SME and self-employed purchases of cloud computing and cybersecurity services nationwide. Beneficiaries receive a non-repayable grant covering up to 50% of eligible expenses, capped at EUR 20,000 per beneficiary, conditional on holding a connectivity contract of at least 30 Mbps download speed. Supplier registration (a prerequisite for the voucher's use) was originally set to close 23 April 2026 and was later extended to 27 May 2026; beneficiary application procedures follow once the authorized-supplier list is formed.

The Beijing Economic-Technological Development Zone (BDA / Yizhuang) Management Committee issued Jingjiguanfa [2025] No. 15, "Several Measures on Promoting Quantum Technology and Industry Development in the Beijing Economic-Technological Development Zone," on 2025-07-14, effective immediately and in force through 2027-12-31. The package spans ten support lines covering the full quantum stack (computing hardware/software, communications, sensing): up to RMB 2,000,000 one-off support for disruptive early-stage R&D projects, R&D-investment matching at 20% of an enterprise's prior-year R&D spend capped at RMB 5,000,000, 1:1 matching up to RMB 30,000,000 for enterprises undertaking state/municipal quantum research tasks, RMB 500,000 per product for new-technology/product certifications, up to RMB 100,000 per flagship application-demonstration project, up to RMB 30,000,000/year (three years max) for quantum-computing cloud platforms and compute centers, up to RMB 5,000,000/year (three years max) for operating industry-ecosystem platforms, rent subsidies up to RMB 1.5/sqm/day (max 2,000 sqm, three years), and talent, financing ("patient capital"/future-industry guidance fund), and international- cooperation support. The zone targets an internationally influential quantum industry cluster by 2027.

On 1 July 2025 India's Union Cabinet approved the Research Development and Innovation (RDI) Scheme, a six-year, ₹1,00,000 crore (≈USD 11.68 bn) fund to catalyse private-sector investment in research, development and innovation, with ₹20,000 crore allocated for FY2025-26. The scheme finances transformative RDI projects (TRL 4 and above) in strategic and sunrise sectors — deep tech, AI, biotechnology, quantum computing, robotics, space, energy transition and the digital economy — through long-tenor, low-or-nil-interest loans and equity, up to 50% of assessed project cost. Grants and short-term loans are explicitly excluded. Funds flow through a Special Purpose Fund under ANRF (first-level) to second-level fund managers — Alternate Investment Funds, Development Finance Institutions, NBFCs, and focused research bodies including the Technology Development Board (TDB) and BIRAC — which began issuing project calls in February 2026.

Vietnam's government issued Decree No. 160/2025/ND-CP establishing the National Data Development Fund, a non-budget state financial fund capitalised at VND 1 trillion (approx. USD 38.3 million). The fund, administered by the Ministry of Public Security, provides subsidised loans, interest-payment support, and grants — delegated through state-owned commercial and policy banks — to develop and protect data infrastructure and to support AI, big data, cloud computing, blockchain, and IoT projects serving state management and digital-transformation goals, with priority for rural and disadvantaged regions. The decree took effect 1 July 2025.

The European Investment Fund (EIF), part of the EIB Group, announced on 24 June 2025 an investment of EUR 30 million (~USD 34.5 million) in Quantonation II, a Paris-based early-stage venture capital fund dedicated to quantum technology and deep physics. The investment is made under the InvestEU framework and is explicitly framed by EIF Chief Executive Marjut Falkstedt as reinforcing "Europe's technological sovereignty." Quantonation II targets a total fund size of EUR 200 million and plans a portfolio of roughly 25 high-potential companies plus 5 venture studios. Global Trade Alert separately logs the transaction as a "red"-flagged state-linked financial-investment- support intervention.