The rule requires the applicant to certify that global foundry capacity that would otherwise be used to produce similar node or more advanced integrated circuits for end users in the United States will not be diverted to produce the commodities authorized by the license for export to China.

The exact words it rests on

that global foundry capacity that would otherwise be used to produce similar node or more advanced integrated circuits for end users in the United States will not be diverted to produce the commodities authorized by this license for exports to China

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