I know it hasn't been that long since the last response saying there hasn't been much activity on this front, but I really think this is an area that is crippling to a lot of potential customers. I know Autodesk is pretty active on listening to the community, so I figured I would add to the list of people who would really like to see this implemented.
Of course, for anyone else reading this, there is a workaround, albeit not the best solution. However, if you purchase the PDM license, inluded in that package is Inventor. Inventor (from a CAM perspective), has the same skeleton as Fusion 360, so the CAM side of things will feel very familiar. The button layouts are a little different, so it takes some getting used to, but for the most part, its the same.
My current workflow is anything that I am working on that is ITAR restricted, is done solely in Inventor. Everything else is done in Fusion. I really like Fusion much better than Inventor, the layout just feels more smooth and natural. Of course, everyone will have their own opinion.
My job consists of mostly machining parts that my mechanical engineers have designed which is done in an entirely different software anyways, so for me, this is an easy solution since 90% of what I do is in the CAM arena. I do a lot of modeling as well, but its mostly for internal projects or fixtures, so I use Fusion for that. I would love to see an ITAR compliant version or addition to Fusion, as that would be an absolute game changer in my opinion. To be able to streamline my workflow into 1 single program would be awesome.
I used Mastercam exclusively for over a decade, and after making the jump to Fusion, I would really not like to go back. After programming in Fusion and realizing how much faster and more efficient Fusion is, it really make Mastercam feel incredible outdated. I installed Mastercam 2020 this afternoon, and to see that after almost a year of using Fusion, Mastercam just feels so clunky to me now and I hate it. Of course, you are going to find Mastercam purists out there arguing that Fusion pales in comparison, but unfortunately they are just wrong. Sure, there are some areas that Mastercam does better than Fusion, but for all the upsides Fusion offers, Mastercam is going to have to really step it up in the next few years (and drop their absolutely insane price tag), or they are going to consistently lose out to people making the switch to Fusion.
Once Fusion is ITAR compliant, I really feel it would bring a huge market over to Fusion. I have had many discussions with people about Fusion, and many of them dont want to make the switch due to their restrictions, which is absolutely understandable. Once that hurdle is overcome, I think Autodesk will see a huge influx of new customers.