This business of the US demanding licenses for the export of technology from third party countries has a long history, It was a product of the Cold War and was very much in evidence in the 1980s when it caused things like the need to get export licenses from the US to sell semiconductors made in Scotland, memory packs made in Japan (and exported to Europe from the UK) and anything at all that included encryption. Common sense prevailed post-Cold War and the worst of the regulations stopped being enforced but those regulations stilll continued to exist, lying it wait for an opportunity to be used against a new 'enemy'.
The only place this has really been an issue was with encrpytion. The heavy handed behavior of the US meant that any post-DES encrpytion standard had to be developed and standardized outside the US. Without this we'd require export licenses for anything that included encrpytion -- that's every wireless access point (and yes, I was an early developer in the US and, yes, we had to apply for export licenses for the kit because it included the RC4 cypher used with WEP).
By dusting this off and applying this to what is essentially a commerical competitor the US has sent a very strong message that using any American technology in a product carries significant risk. What should have been obsolete regulations, regulations that applied to military and other sensitive technology, has been widened to include all techhology and the scope includes third party suppliers nominally not subject to US jurisdiction. This is the sort of thing that serves as a wake up call to nations -- they might have to put up and shut up in the short term but long term it will harm US business because without some cast iron guarantees that no maverick governemtn will pull a stunt like this ever again you'd be mad to buy or use anything American ever again.