China Implements New Export Restrictions on Advanced MOSFETs and IGBTs
Beijing has announced new export controls on specific high-power MOSFETs and IGBTs, effective Q4 2026. This move is expected to impact the global supply chain for power electronics in EV, industrial, and renewable energy sectors.
China’s Ministry of Commerce and the General Administration of Customs have jointly released new regulations imposing export restrictions on a range of advanced discrete power components, specifically targeting high-voltage, high-current MOSFETs and certain IGBT modules. The new rules, set to take effect in Q4 2026, require exporters to obtain special licenses for shipments of components exceeding defined performance thresholds, citing national security concerns and critical technology protection.
This development is poised to significantly impact the global power electronics market. Many international manufacturers of electric vehicles, industrial motor drives, and renewable energy inverters rely heavily on Chinese suppliers for these critical discrete components. Procurement professionals should anticipate potential disruptions, lead time extensions, and price volatility as companies scramble to secure alternative sources or navigate the new licensing requirements. The long-term implications could accelerate diversification efforts away from single-region dependency.