The June 2026 Section 1260H update added 65 entities—including Alibaba, Baidu, BYD, NIO, Unitree Robotics, RoboSense, CXMT, YMTC, and WuXi AppTec—expanding the list to 188 companies tied to China’s military-civil fusion strategy in AI infrastructure, humanoid robotics, advanced memory chips, lidar sensors, and biotech. This broadening reflects heightened U.S. scrutiny of dual-use technologies that support PLA capabilities, following the prior January 2025 round and amid ongoing trade tensions. The next annual update, expected before the June 30, 2027, indirect-procurement ban takes full effect, will likely target additional firms in embodied AI, autonomous systems, and semiconductor supply chains that demonstrate state linkages or export-controlled capabilities. Companies may petition for removal, and legal challenges or diplomatic developments could alter outcomes, though trader consensus currently favors further expansion in strategic tech sectors.