Bunny Hills
L2 2.0 amendment samdt2366-118

samdt2366-118

Amendment to: FY2025 National Defense Authorization Act (NDAA, Senate vehicle)

Why China-relevant: semiconductor manufacturing equipment that is manufactured or assembled by a foreign entity of concern or subsidiary of a foreign entity of concern

Sponsor: Kelly, Mark

Timeline

  1. Filed

Vehicle: FY2025 National Defense Authorization Act (NDAA, Senate vehicle)

  1. Introduced
  2. Passed committee
  3. Passed Senate
  4. Passed House
  5. Sent to President
  6. Became law

done next step still ahead did not advance

Stage: Died in the 118th Congress

Resolved. Model had estimated 18% to become law

  • + Is/rides a must-pass vehicle (NDAA or appropriations)
  • + Sponsored by a member of the majority party
  • − No cosponsors

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk low Hawkishness 1–5 3

Directional context (see Methodology); the pinned, high-confidence axes are relevance and asset impact.

Shares that might be influenced

Each sector shows a direction (which way its China-related names are pushed) and, for precise mappings, how hard this bill hits the sector — rated marginal → very strong (1–5). Hover any chip for its definition. The headline 0–5 impact is at the top of the card.

Semiconductors negative coarse 186 names

domain 'tech' -> semiconductors via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
688981.SS 中芯国际 SMIC (STAR) 1260HNS-CMIC
688256.SS 寒武纪 CAMBRICON EntityList
688041.SS 海光信息 HYGON
002371.SZ 北方华创 NAURA EntityList
688347.SS 华虹公司 H-GRACE
688820.SS 盛合晶微 SJ Semi
603986.SS 兆易创新 GigaDevice
688795.SS 摩尔线程-U 摩尔线程-U
688008.SS 澜起科技 Montage Technology
688012.SS 中微公司 AMEC
+176 more
5G / Telecom negative coarse 131 names

domain 'tech' -> telecom_5g via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
600941.SS 中国移动 CHINA MOBILE NS-CMIC
300308.SZ 中际旭创 ZHONGJI INNOLIGHT
300502.SZ 新易盛 EOPTOLINK
601728.SS 中国电信 China Telecom NS-CMIC
601869.SS 长飞光纤 YOFC
000063.SZ 中兴通讯 ZTE
600487.SS 亨通光电 HTGD
002281.SZ 光迅科技 ACCELINK
300442.SZ 润泽科技 RANGE TECHNOLOGY
600522.SS 中天科技 ZTT
+121 more
Big Tech & Data Security negative coarse 420 names

domain 'tech' -> big_tech_data_security via stock_mapping.yaml (coarse fallback)

Ticker Name (Local) Name (EN) Restriction Lists
2513.HK 智谱 Knowledge Atlas Technology Joint Stock Company Limited
301666.SZ 大普微-UW 大普微-UW
002415.SZ 海康威视 HIKVISION 1260HEntityListNS-CMIC
0100.HK MINIMAX-W MiniMax Group Inc.
603019.SS XD中科曙 Sugon 1260HNS-CMIC
6082.HK 壁仞科技 Shanghai Biren Technology Co., Ltd.
002230.SZ 科大讯飞 IFLYTEK EntityList
688111.SS 金山办公 kingsoft office
000977.SZ 浪潮信息 LCXX
301638.SZ 南网数字 CSG DGRI
+410 more