Shares of chip design software makers Cadence and Synopsys slipped in Wednesday trading after The Financial Times reported that the White House told them to stop selling to clients in China.

The report follows the Trump administration’s decision to get rid of a rule to limit export of artificial intelligence processors to China. Nvidia celebrated the change. But it’s not clear how forthcoming policy from administration might affect Nvidia’s business. Nvidia reports results after the bell on Wednesday.

The Bureau of Industry and Security under the U.S. Commerce Department sent letters to both companies and to Siemens, the newspaper said.

Representatives of Cadence and Synopsys did not immediately respond to requests for comment.

Read The Financial Times’ full report here.

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