samdt3178-118
Amendment to: FY2025 National Defense Authorization Act (NDAA, Senate vehicle)
Why China-relevant: develop coordinated plans and share information on independent plans to impose sanctions and other economic measures against the PRC, as appropriate, if the PRC is found to be involved in-- (1) overthrowing or dismantling the governing institutions in Taiwan
Timeline
- Filed
Vehicle: FY2025 National Defense Authorization Act (NDAA, Senate vehicle)
- Introduced
- Passed committee
- Passed Senate
- Passed House
- Sent to President
- Became law
done next step still ahead did not advance
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
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.
Coordinated PRC sanctions planning for Taiwan contingencies materially increases geopolitical and sanctions risk premium.
| Ticker | Name (Local) | Name (EN) | Restriction Lists |
|---|---|---|---|
| 2330.TW | None | TSMC | |
| BA | None | Boeing | |
| GD | None | General Dynamics | |
| LMT | None | Lockheed Martin | |
| NOC | None | Northrop Grumman | |
| RTX | None | RTX Corp |
Taiwan blockade scenarios directly implicate semiconductor supply-chain risk.
| 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 |