Bunny Hills
L1 3.0 tech hr6879-119

Restoring Export and Security Trade Restrictions for Integrated Circuit Technologies Act

Why China-relevant: To prohibit sales of the most advanced artificial intelligence chips to countries of concern ... country of concern means— (A) a country listed in Country Group D:5 ... (B) the Macau Special Administrative Region of the People's Republic of China; or (C) the Hong Kong Special Administrative Region of the People's Repub

Sponsor: Meeks, Gregory W. (D-NY) · 16 cosponsors

Path to becoming law

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

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
Stage: In committee

1% to become law · 7% to clear committee

  • + Broad cosponsorship (16 cosponsors)
  • − Cosponsors are nearly all one party
  • − Sponsor is in the minority party

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk high Hawkishness 1–5 4

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 moderate (3/5) precise 186 names

Mandatory denial of advanced-AI-chip exports to Chinese entities, restricting Chinese AI/semiconductor access to leading-edge compute

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
China ADRs (Broad) negative modest (2/5) precise 286 names

Restricts Chinese tech firms' access to advanced AI chips, pressuring Chinese tech equities

Ticker Name (Local) Name (EN) Restriction Lists
9988.HK 阿里巴巴-W Alibaba Group Holding Limited
9618.HK 京东集团-SW JD.com, Inc.
9961.HK 携程集团-S Trip.com Group Limited
2057.HK 中通快递-W ZTO Express (Cayman) Inc.
PDD 拼多多 PDD Holdings (ADR)
9987.HK 百胜中国 Yum China Holdings, Inc.
1179.HK 华住集团-S H World Group Limited
9901.HK 新东方-S NEW ORIENTAL EDUCATION & TECHNOLOGY GROUP INC.
2076.HK BOSS直聘-W KANZHUN LIMITED
9896.HK 名创优品 MINISO Group Holding Limited
+276 more