ExecutiveOrdersEO
Notice 13873NoticeTrump 47 · R

Presidential Notice 13873

Continuation of the National Emergency With Respect to Securing the Information and Communications Technology and Services Supply Chain

The President is continuing for one year the national emergency declared in Executive Order 13873 (May 15, 2019) regarding threats to U.S. information and communications technology and services (ICTS) supply chains from foreign adversaries. This routine extension maintains existing authorities under the International Emergency Economic Powers Act without creating new restrictions.

Federal Register Open PDF 91 FR 27181

Impact dates

  1. Extended national emergency expires unless continued again

  2. Prior emergency declaration would expire without extension

Market exposure

Policy exposure mapping — not investment advice. Illustrative public companies are incomplete and not recommendations.

Sectors

Technology & softwareSemiconductors

Mechanisms

Licensing

Role pressure

  • MixedDomestic producer — Continued emergency preserves potential for future ICTS restrictions benefiting domestic firms, but lack of new action maintains competitive uncertainty
  • UncertainImporter — Existing ICTS review framework remains active; no new restrictions but authorities preserved for future designations
  • UncertainTrading-partner exporter — Primarily affects Chinese and other foreign technology firms already subject to potential IEEPA-based ICTS actions; status quo maintained

Geographies

USCN

Exposure dates

  • — Extended national emergency expires unless continued again

Illustrative public companies

Curated watchlist matches by sector/role — incomplete; not a recommendation.

GOOGLAlphabetAAPLAppleINTCIntelQQQInvesco QQQ TrustMETAMeta PlatformsMUMicron TechnologyMSFTMicrosoftORCLOracleSPYSPDR S&P 500 ETFTSMTSMC

Confidence: medium · Policy alerts

Key directives

  • Continue national emergency declared in EO 13873 for 1 year beyond May 15, 2026
  • Publish notice in Federal Register
  • Transmit notice to Congress

Timeline

Immediate

  • National emergency authority continues uninterrupted beyond May 15, 2026

Near term (90d)

—

Long term

  • Emergency authority remains in effect through May 15, 2027 unless renewed again or terminated

Risks & tensions

  • Maintains status quo rather than expanding authorities; no new ICTS prohibitions or rules announced
  • Uncertainty about whether future EO 13873 rulemaking (stalled since 2019) will advance
  • Extension occurs amid ongoing U.S.-China technology competition but does not escalate it
Presidential Notice 13873: Continuation of the National Emergency With Respect to Securing the Information and Communications Technology and Services Supply Chain · Executive Orders