Chip export rule includes 90-day window for existing orders
Orders placed before the rule takes effect can ship through October, according to a provision in the filing. Two major suppliers confirmed shipments will continue.
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The new chip export rule contains a 90-day transition provision: orders placed before the effective date can ship through October, according to the text of the filing.
Two major suppliers confirmed to investors that shipments against existing orders will continue during the window. Neither commented on order flow beyond October.
The provision explains why supply chains did not react on the day the rule was announced. The relevant date is now the end of the window, not the announcement.