It applies to everyone except 18 countries. Gonna post them here as many articles mention "18 key alies" without naming all of them:
Australia, Belgium, Canada, Denmark, Finland, France, Germany, Ireland, Italy, Japan, the Netherlands, New Zealand, Norway, Republic of Korea, Spain, Sweden, Taiwan, and the United Kingdom.
I'm stunned they put Korea on the list, given this is dressed up as an anti-China measure, and Korean leaderships flipflops between anti-China and pro-China every ~4 years when the opposition replaces the government. There's also lots of cases of e.g. Korean Samsung employees happily moving to Chinese companies to leak IP for a boatload of cash.
TW semi employees also happily move to PRC. Korea got clipped too hard by CHIPs, Samsung needs AI unless you want PRC phones proliferate even more globally.