US-China relations

Was the BIS 50% Rule Delayed? What Can Happen Between November 9 and January 10

In September 2026 the US and China announced that the arrangement containing the stay of the BIS 50% Rule (Affiliates Rule) would run to January 10, 2027. The Federal Register stay still ends November 9. Here is what the primary documents say, what can happen between November 9 and January 10, and what exporters should check now.