More context on this in another article [1]. Seems like this only applies to older technology (DUV lithography) and it used to be a perpetual exemption that expired in 2025. Now they have to apply annually. Current gen tech (EUV lithography) is still banned, so status quo. Relevant bits:

> These three chipmakers used to enjoy validated end-user status, meaning they could freely import restricted items into China without asking for individual licenses. However, this privilege has expired at the end of 2025, meaning they now have to seek annual approval from Washington, D.C., to continue receiving advanced tools.

> The U.S. does not allow EUV lithography machines with U.S. technology to be exported to China, even to companies like TSMC and Samsung that have Chinese factories....The revocation of the validated end-user status for the China-based fabs of these companies shows that Washington is tightening its grip on chipmaking machines, even older DUV tech, to make it difficult for Beijing to create its own technology.

[1] https://www.tomshardware.com/tech-industry/semiconductors/u-...

LOL, that's it folks, trade war lost