Bureau of Industry and Security FY26 Budget: Export Controls and the AI Arms Race

US-China Technology CompetitionHouse Foreign Affairs South and Central Asia Subcommittee · 2025-06-12 · 119th Congress
The House Foreign Affairs Subcommittee on South and Central Asia held this hearing to examine the Bureau of Industry and Security's (BIS) fiscal year 2026 budget request, which seeks $303–311 million including a 133% increase in enforcement funding. Begins at 0:07:54
Transcript
Highlights

Title

BIS FY26 budget: export controls in the US-China AI race

Purpose

The House Foreign Affairs Subcommittee on South and Central Asia held this hearing to examine the Bureau of Industry and Security's (BIS) fiscal year 2026 budget request, which seeks $303–311 million including a 133% increase in enforcement funding. Under Secretary of Commerce for Industry and Security Jeffrey Kessler testified on export control enforcement against China, chip smuggling, the rescinded Biden-era AI diffusion rule, and recent trade and technology negotiations with China and Gulf states. Begins at0:07:54

Who spoke

Chairman Bill Huizenga (R-MI)0:07:54: Opened the hearing framing BIS as central to winning the "AI arms race" against the CCP0:08:40, cited a 133% enforcement budget increase0:10:57, and later pressed Kessler on chip diversion and location tracking under the bipartisan CHIPS Security Act0:19:26, China's rare earths deal0:21:36, and Huawei's chip production capacity0:23:41.

Rep. Kim Schrier (D-CA), Ranking Member0:13:09: Noted Kessler was the first administration witness before the full committee this Congress0:13:09, said BIS's budget has stayed flat while license applications nearly doubled from 20,000 to over 40,000 a year since 20120:14:26, and warned the administration's cuts to NSF, NIST, and DOE research (28% and 14% reductions) undermine the semiconductor pipeline0:15:38.

Under Secretary Jeffrey Kessler, BIS0:20:38: Confirmed significant, undetected diversion of AI chips is occurring0:20:38; said Huawei's Ascend chip production for 2025 is projected at or below 200,000 units, mostly for domestic Chinese use0:24:11; stated no export controls were suspended as part of the China rare earths or Gulf AI chip deals0:29:440:46:07; called the rescinded Biden AI diffusion rule "bureaucratic, heavy-handed" and not ready for prime time0:48:54; said BIS's past license "rubber stamping" for China "has stopped, and it will not resume"1:18:02.

Rep. Ami Bera (D-CA)0:35:41: Asked how China is closing the AI chip gap despite small production numbers0:36:41 and pressed on workforce losses at BIS, noting roughly a third of personnel departed via layoffs, retirements, or resignations0:40:05.

Subcommittee Chair (Rep. Self, presiding for Europe)0:41:06: Introduced the "Stop Shells Act" to close a subsidiary loophole for entities 50%-or-more owned by listed parties0:41:54, and later on foreign direct product rule enforcement pushed on whether nonproliferation allies fully comply1:12:53.

Rep. Gregory Meeks (D-NY), Ranking Member of full committee0:46:37: Said the committee has not received Commerce's congressional budget justification despite the hearing occurring0:47:08; questioned the decision process behind rescinding the AI diffusion rule and suspending chip/EDA licenses0:48:25; pressed on whether export controls are being used as trade-negotiation leverage with China, referencing NEC Director Kevin Hassett's comments0:57:36.

Rep. Victor Trive (R-IN)0:52:57: Noted BIS has only a dozen overseas export control officers and proposed the "BIS Strength Act" to allow flexible, market-rate hiring of technologists for one-year terms0:53:27.

Rep. Eddie Bernice Johnson (D-TX)0:54:56: Pressed on the $311 million budget increase and lack of a detailed AI enforcement strategy0:55:53; raised concerns about brain drain from research funding cuts driving talent to China1:06:53.

Rep. Bill Foster/Morelle (D)1:00:20: Emphasized multinational cooperation with Japan and the Netherlands on semiconductor manufacturing equipment1:01:18 and asked about use of the foreign direct product rule to prevent backfilling1:02:29.

Rep. Seth Moulton (D-MA)1:17:11: Cited BIS's prior approval of $60 billion in Huawei licenses and $40 billion for SMIC (Nov 2020–Apr 2021), and a 2% denial rate in FY23, seeking assurance against a return to "rubber stamp" policy1:17:40; asked about implications of DeepSeek and Huawei's self-developed laptop OS1:18:23.

Rep. Sydney Kamlager-Dove (D-CA), Ranking Member of subcommittee1:26:50: Pressed Kessler on whether he would commit to withholding advanced AI chip exports to UAE/Saudi Arabia absent binding security agreements1:27:41; raised industry complaints of prolonged license review delays and asked BIS to share licensing-time data1:29:34.

Key moments

Chairman Huizenga cited DeepSeek's CEO stating "bans on shipments of advanced chips are the problem" as evidence export controls are working0:10:29.

Kessler confirmed BIS's assessment that Huawei's Ascend chip production capacity will be at or below 200,000 units in 2025, cautioning against complacency since China is investing heavily to close the gap0:24:110:24:42.

Rep. Schrier and Kessler disputed whether the entity list has been updated for Russia sanctions evasion since Trump took office; Kessler said enforcement continued but did not confirm new entity-list additions0:26:130:26:44.

Rep. Meeks revealed the committee has not received Commerce's congressional budget justification, calling it "hard to have this conversation" without it; Kessler said he'd follow up0:47:080:47:39.

Kessler stated the Biden administration's AI diffusion rule was rescinded before taking effect because it was "hastily constructed," bureaucratic, and drew "arbitrary distinctions between different countries"0:49:23.

Rep. Moulton cited BIS's approval of $60 billion in Huawei licenses and $40 billion in SMIC licenses (Nov. 2020–Apr. 2021) and a 2% denial rate in FY23; Kessler responded unequivocally that such "rubber stamp" practices "has stopped, and it will not resume"1:17:401:18:02.

Rep. Kamlager-Dove pressed Kessler on whether he'd commit to withholding advanced chip exports to UAE/Saudi Arabia until binding security agreements are signed; Kessler committed only to enforcing "rigorous security requirements" for licensed exports, not a blanket hold1:27:411:28:01.

Rep. Meeks asked directly whether Kessler participated in London trade talks with China where scaling back export controls was reportedly discussed; Kessler confirmed attending but declined to detail which sessions or discuss content0:58:330:59:00.

Rep. Self proposed the "Stop Shells Act" targeting subsidiaries 50%-or-more owned by entity-listed parties; Kessler agreed in principle that the current entity list creates loopholes for evasion0:41:540:42:53.

Kessler said BIS's enforcement staff totals only about 200 people, including 12 export control officers stationed worldwide, calling it "vanishingly small" relative to the 10,000–20,000 licenses processed per month0:57:13.

Metadata

CommitteeHouse Foreign Affairs South and Central Asia Subcommittee
Chamber / CongressHouse · 119th Congress
Date2025-06-12
TypeHearing
Witnesses
The Honorable Jeffrey Kessler — Under Secretary of Commerce for Industry and Security, U.S. Department of Commerce
Videoyoutube
Transcript193 caption blocks · 12,138 words · 1:32:23 runtime
EventCongress.gov 118369