The rule requires the applicant to certify that there is sufficient supply of the product in the United States such that the export would not delay fulfilling any existing or new orders of advanced-node integrated circuits from US customers for end use in the United States.

The exact words it rests on

there is sufficient supply of the product in the United States such that export of the product authorized by this license would not result in any delay in fulfilling any existing or new orders of any of its ``advanced-node integrated circuits'' from customers in the United States for end use in the United States (taking into account normal lead times)

What the source said when we opened it, on 9 Nov 2026.

The source

Revision to License Review Policy for Advanced Computing Commodities (Federal Register 2026-00789)
Bureau of Industry and Security, US Department of Commerce · 2026-01-15

Open the sourcearchived copy

Checked

Checked by the notis newsroom on 9 Nov 2026, against the source above.

In the story

What the H200 export rule requires before China licences get case-by-case review 9 Nov 2026