The rule maintains a presumption of denial licensing policy for exports to entities that are headquartered, or have a parent company headquartered, in Macau or a Country Group D:5 destination, including end users located outside those destinations, and for reexports and transfers (in-country) of these commodities to Macau or Country Group D:5 destinations.

The exact words it rests on

For reexports (including exports from abroad) and transfers (in-country) of AI commodities subject to the EAR with a TPP less than 21,000, and a `total DRAM bandwidth' less than 6,500 GB/s, when destined to either Macau or a destination specified in Country Group D:5, the licensing policy remains a presumption of denial. For exports to entities that are headquartered or have a parent company headquartered in Macau or a destination in Country Group D:5, including end-users located outside of destinations in Country Group D:5 or Macau, the licensing policy is a presumption of denial.

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