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> you'll need a special government license to resolve issues opened by anyone related to China?

Yes but that's very similar to how the EUV "ban" works too. As long as you can get a license it's fine but getting the license is expected to be very hard and probably represents a big enough of a risk that you can't base your business around that. So effectively it is a ban.

The license thing does give the executive branch a good deal of leverage when negotiating with China. I think this is likely what the US is really after anyways. It's a pretty hard nosed renegotiation of the existing relationship by both sides.



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