President Donald Trump’s controversial plan to take a cut of revenue from chip sales to China has US companies reconsidering their plans for business with the country, offering a model for circumventing years of trade tensions.

President Trump again delayed higher tariffs on Chinese goods. But his recent moves on computer chips have stoked fears he’s willing to give too much to reach an accord.

Investors appear to be expecting another extension of the China deadline—anything other than that could be a shock.