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Checked 2026-10-18 · unchanged since 2026-08-21RSS

Export Controls

Impact Pre-Scorer

Export controls on AI chips and computing infrastructure, with designation records and semiconductor trade data.

Structural reach of a designation or removal

Designation in force

The projection for Huawei Technologies includes 3 affiliate entities and 4 Scrutica-tracked facilities across 1 country.

Computed 2026-10-19 · closure depth ≤ 4 hops · BIS Entity List

Worked example Huawei is already on the Entity List. The example applies the projection to its recorded corporate relationships; the resulting entities are not necessarily themselves designated.

The reach in six measures

Affiliates reached34 entities in the closure, including the seed
Facilities affected4across 1 country · of 4,582 tracked facilities
Operating power~278 MWsummed across the affected facilities that are operating (all estimated)
Operating H100-equivalent GPUs~123,799summed where disclosed on operating facility records; per-facility values are estimates
Already on a list4affected facilities that already have a BIS, SDN or EU Sanctions match
Strong coordination gap1classified strong by the allied coordination-gap analysis; a further 3 classified opaque
Historical reference countsmeasured against Huawei 2019 · 84 FR 22961calibration detail below
Huawei 2019 — designation records (initial batch)80
Huawei 2019 — entities reached (all batches)9
This simulation — projected4seed + 3 affiliates, all one hop out

The designation-record count covers the initial batch and was captured on 3 May 2026. The current count of entities reached through corporate relationships covers all batches in the Huawei 2019 family. The two populations differ, so the number of designated entities the model missed is not derivable from them. The bar labelled “This simulation” is the simulated designation.

Affiliate cascade structure

3 affiliates · depth 1

Choose any of the 4 entities to inspect its facilities, confidence and chain to the seed.

Seed1 entity · 4 facilHop 13 entitiesHuawei Technologies4 facilHuawei International Co., LimitedHuawei International Pte. Ltd.Shanghai HiSilicon Technologies Co., Ltd.
Every affected facility is matched through the seed itself; no affiliate the walk reached adds one. Each column is one hop from the seed. A mark is an entity in the closure, sized by the facilities that record it directly (in any role), filled where it has any, and ringed where those facilities already sit on a designation list. All 3 affiliates in the closure are drawn.

Jurisdictional distribution

China4facil~278MW~123,799H100

Affected facilities

4 facilities reached

All 4 facilities — closure path: Direct match · hops: 0 · confidence: High · already designated: 1 active designation

FacilityRecorded organisationPower MWH100-eqCoordination gap
Huawei HoringerCN · AI Training—~278~123,799Strong
Huawei Cloud Gui'an Data CenterCN · Hyperscale DCHuawei Technologies——Opaque
Huawei Cloud Ulanqab Data CenterCN · Hyperscale DCHuawei Technologies——Opaque
Huawei Dongguan Cloud Data Center (Songshan Lake)CN · Hyperscale DCHuawei Technologies——Opaque

Entities the ownership walk reached

All 4 entries1 on a list 1 with sovereign-LP linkage 3 with HQ posture resolved
HopEntityReached viaConfidenceList statusHQ postureSovereign LPs
0Huawei Technologiesseed entityHighBIS Entity ListCNRestrictedKuwait Investment Authority · GIC Private · Temasek Holdings · Mubadala Investment Company4 LPs
1Huawei International Co., LimitedHuawei Technologies subsidiary (Federal Register (BIS))High—HKNot classified—
1Huawei International Pte. Ltd.Huawei Technologies subsidiary (Federal Register (BIS))High—SGNon-aligned—
1Shanghai HiSilicon Technologies Co., Ltd.Huawei Technologies subsidiary (HKEX / SSE public filing)High—CNRestricted—

Comparison with a historical designation

Auto-picked anchor

This simulation is set beside Huawei 2019 (2019-05-21). Huawei 2019 is the default for a Chinese entity whose name matches neither the memory nor foundry keywords. 84 FR 22961.

Change the comparison anchor ↑

MetricProjectedAnchor · structural cascade(live, computed)Anchor · Designation records(initial batch)Δ vs structural(±15% / ±25% band)
Entities / designation recordsincludes seed for forward simulations4980—
Affiliates / closure entriesexcludes seed; includes structural-cascade walk39——
Facilities (Scrutica-tracked)operator, owner, or hardware owner in the closure44—+0%
Operating power (MW)summed across reached operating facilities278278—+0%
H100-equivalent GPUswhere disclosed123,799123,799——
Countries reacheddistinct facility-country values11——

The Huawei 2019 designation table contains 132 active records across all batches; only the initial-batch count is shown above. These records have not been reconciled to distinct entities named in the notices. For the historical corporate-relationship comparison, entity totals include the affiliates reached from designated entities; facility, capacity and country totals also include the designated entities themselves.

How the Huawei 2019 counts were derived

The May 2019 rule named Huawei Technologies and 68 non-U.S. affiliates, effective 16 May and published 21 May (84 FR 22961). The local designation table captured on 3 May 2026 contains 80 active records assigned to that initial batch and 132 across the Huawei family. These stored record counts have not been reconciled to the entities enumerated in the notices; follow-on batches are listed below.

Structural-vs-legal divergence: The historical comparison uses a frozen designation-record count and a current count of distinct entities reached through recorded corporate relationships. A difference between those totals does not establish which entities were missed. Legal identity, end use and licence conditions require separate assessment.

4 tracked facilities have an operator, owner or hardware owner among the entities reached through corporate relationships or matched directly to designation records.

Follow-on batches:

  • 2019-05-21 · 84 FR 22961 · ~80 designation records · The initial rule: Huawei Technologies and the 68 non-US affiliates it names
  • 2019-08-21 · 84 FR 43495 · ~11 designation records · 46 further non-US affiliates named, consolidated here into 11 parent-anchored records
  • 2020-08-20 · 85 FR 51603 · ~36 designation records · 38 further non-US affiliates named

BIS license outcomes — China

In China, where Huawei Technologies is headquartered, 23.9% of the recorded applications were denied or returned without action. Denial + RWA 15% or higher

24,992 approved 1,890 denied 5,964 returned without action CY2018–CY2022

Country totals cover all export-control classifications and do not establish the licensing requirements for this company or a particular transaction. The percentage includes approved, denied and returned applications in its denominator. Source: BIS Office of Technology Evaluation, annual country licensing reports.

State-linked investors in these entities

1 closure entity with sovereign-LP positions $150M total disclosed exposure 4 LPs

A row’s status (Current, Recommended or Former) records the state of a commitment to a fund; whether that manager has since placed capital in the entity beside it is not recorded.

All 4 rows — closure entities: 1 · affected facilities: 4

Sovereign LPTypeDisclosed $M(across positions)Fund mgrs.Stage breakdownCross-link
Kuwait Investment AuthoritySovereign investor$150M1/1 disclosed1Current 1Sovereign AI dashboard →
GIC PrivateSovereign wealth fund—0/1 disclosed1Current 1Sovereign AI dashboard →
Mubadala Investment Companystage qualification requiredSovereign entity—0/2 disclosed2Current 2Sovereign AI dashboard →
Temasek HoldingsSovereign wealth fund—0/1 disclosed1Current 1Sovereign AI dashboard →
Disbursement-stage qualification Counting a flagged position as deployed exposure would overstate the LP’s footprint at the target: a commitment is a pledge to a fund, and the fund’s placements are not recorded.

Limits of this reading

  • The pre-scorer models structural reach via resolved corporate-affiliate edges plus licensed corporate-ownership edges.
  • Closure depth capped at 4 hops to mirror the BIS designation affiliate-cascade closure. Cycles and JV branches are not pruned beyond depth 4; some downstream entities may exist further out.
  • Facility match runs at operator, owner or hardware-owner level. A facility that matches on more than one of the three is counted once, attributed to whichever of those matches the walk recorded first.
  • Confidence on a closure entry is the lowest confidence of any hop in its chain. An entry reached through a joint-venture or affiliate edge is usually medium by construction.
  • Licensed corporate-affiliate data reflects the most recent refresh; recent ownership-change transactions may not yet be ingested.

Citation and export

Stable URL: https://scrutica.com/export-controls/impact?entity=org-huawei&type=BIS_ENTITY_LIST

@misc{scrutica_prescorer_org_huawei_20261019,
  title  = {Scrutica Regulatory Impact Pre-Scorer: Huawei Technologies},
  author = {{Scrutica}},
  year   = {2026},
  url    = {https://scrutica.com/export-controls/impact?entity=org-huawei&type=BIS_ENTITY_LIST},
  note   = {Computed 2026-10-19; 3 affiliates, 4 facilities, 1 country.},
}

Methodology · closure walk · facility match · designation, jurisdiction and investor flags · filtered rows · coverage gaps

1 · Closure walk

Breadth-first walk down the documented ownership graph in the subsidiary / JV / affiliate direction (parent and acquired-by edges are inverted to a parent→child orientation). Max depth 4 hops, matching the offline cascade rule used to backfill historical BIS designations. Each hop names its source and confidence; a closure entry inherits the lowest confidence along its path.

2 · Facility match

For each closure entry, facilities are matched where the operator, owner, or hardware-owner organization resolves to that entry through the canonical-org map. Direct seed-entity matches are reported as hop 0. The three queries run independently, so a facility whose fields name different organisations is reached through whichever of them sits in the closure; a facility that matches on more than one is kept once, keyed on facility id. A match means the organisation is recorded at the facility; the relationship its source establishes there is stated on the facility record.

3 · Designation, jurisdiction and investor flags

Each affected facility is enriched with: (a) current BIS-match status from the cross-reference index, (b) the Allied Coordination Gap classification (NONE / MILD / STRONG / OPAQUE), (c) any sovereign-LP linkage tracing back through fund managers. Each closure entry separately lists: BIS / SDN / EU Sanctions designation status, the entity’s HQ jurisdiction posture (allied-coordinated / allied-partial / non-aligned / restricted) from the regimes table, and sovereign investors linked through fund managers. The recorded commitments are to funds; investment by those funds in the entity is not established by the linkage.

4 · Filtered rows

A registrant’s Exhibit 21 subsidiary list, ingested from SEC EDGAR, yields two kinds of row: operating subsidiaries (Inc., Corp., Ltd., GmbH) and securities-issuance or cover-page artefacts (rated debt notes, ADS/ADR cover-page text, share-class descriptions, table headers). The closure walk filters the second kind by name pattern, and the count it filtered appears in the report’s caveats whenever it is nonzero.

5 · Coverage gaps

Transactions not yet ingested from the licensed fund/LP database, entities outside the canonical-org map, beneficial owners hidden behind unrecorded shell layers, JV partners not disclosed in the licensed fund/LP database, and entity-identity rules BIS uses for designations (alias matching, transliteration, phonetic match) that a structural-graph approach does not encode.