Bunny Hills
L1 3.0 tech hr8170-119

MATCH Act

Why China-relevant: To provide for export restrictions on certain semiconductor manufacturing equipment ... certain entities, including ChangXin Memory Technologies (CXMT) ... Huawei ... Semiconductor Manufacturing International Corporation (SMIC), Yangtze Memory Technologies Corp. (YMTC) ... especially crucial for the Military-Civil Fusi

Sponsor: Baumgartner, Michael (R-WA) · 26 cosponsors bipartisan

Path to becoming law

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

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
  2. Advanced in committee
Stage: Reported out of committee

2% to become law · 22% to clear committee

  • + Broad cosponsorship (26 cosponsors)
  • + Bipartisan support (9/26 cosponsors from across the aisle)
  • + Sponsored by a member of the majority 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

Export controls on semiconductor manufacturing equipment to Chinese chip/equipment firms (SMIC/YMTC/CXMT/Huawei/NAURA/AMEC) plus multilateral alignment to close circumvention gaps, restricting China's advanced-chip production

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

Named unlisted entities (read-across to listed proxies)

Huawei Technologies Co., Ltd. private 1260HEntityList
688981.SS foundry (chips)000063.SZ domestic telecom peer (ZTE)
ChangXin Memory Technologies, Inc. private EntityList
603986.SS listed memory-chip peer (GigaDevice)688981.SS domestic foundry (SMIC)
Yangtze Memory Technologies Co., Ltd. private EntityList
603986.SS listed memory-chip peer (GigaDevice)688981.SS domestic foundry (SMIC)