1. China lifts Illumina's export ban effective November 10, 2025. 2. Illumina remains on China's Unreliable Entities List, requiring approvals. 3. Illumina aims for positive resolution about Unreliable Entities List status. 4. CEO expresses optimism regarding future collaboration in China. 5. No changes made to FY25 guidance despite the ban lift.
The lifting of the export ban improves market access, boosting potential revenue.
This development directly influences Illumina's ability to operate in China, impacting future earnings.
Immediate effects likely on stock price following the ban lift announcement.
SAN DIEGO, Nov. 5, 2025 /PRNewswire/ -- The Chinese Ministry of Commerce (MOFCOM) today announced it will lift the export ban on Illumina, Inc. (NASDAQ:ILMN), which had been in place since March 4, 2025. While the ban will be lifted on November 10, Illumina remains on the Unreliable Entities List (UEL), requiring government approval for instrument purchases.
Illumina remains focused on achieving a positive resolution regarding its inclusion on the UEL and is committed to serving customers in this important market. For two decades, Illumina has been proud to partner with customers in China to advance genomics and improve human health.
"We are pleased with the announcement from MOFCOM, which is a very positive step forward. Illumina will continue to engage with authorities and stakeholders as we work toward a long-term resolution," said Jacob Thaysen, CEO of Illumina. "I want to thank our customers for their trust and support, and our team in China and around the world for their dedication and resilience."
Illumina is making no change to FY25 guidance, which was recently updated during the company's Q3 2025 earnings call.
About Illumina
Illumina is improving human health by unlocking the power of the genome. Our focus on innovation has established us as a global leader in DNA sequencing and array-based technologies, serving customers in the research, clinical, and applied markets. Our products are used for applications in the life sciences, oncology, reproductive health, agriculture, and other emerging segments. To learn more, visit illumina.com and connect with us on X, Facebook, LinkedIn, Instagram, TikTok, and YouTube.
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SOURCE Illumina, Inc.