Bunny Hill
L3 2.0 tech s4281-119

Multilateral Alignment of Technology Controls on Hardware (MATCH) Act

Why China-relevant: certain entities, including ChangXin Memory Technologies, Hua Hong Semiconductor Limited, Huawei Technologies Company, Semiconductor Manufacturing International Corporation, and Yangtze Memory Technologies Corporation are engaged in efforts to produce advanced-node integrated circuits that are especially crucial for th

Sponsor: Ricketts, Pete (R-NE) · 7 cosponsors bipartisan

Path to becoming law

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

done next step still ahead

Legislative timeline — dated actions so far

  1. Filed
Stage: In committee

5% to become law · 24% to clear committee

For context: only ~2% of introduced bills ever become law, so every estimate starts near that baseline — the factors below show what moves this bill above or below the average bill.

  • + Bipartisan support (4/7 cosponsors from across the aisle)
  • + Sponsor's party controls both chambers
  • + Unified government (sponsor's party controls House, Senate, and White House)
  • + Broad cosponsorship (7 cosponsors)
  • − No companion bill in the other chamber

Legislative likelihood — a tracking indicator, not investment advice.

Signals — secondary, directional

PRC retaliation risk high Hawkishness 5

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.

Big Tech & Data Security negative coarse 420 names

Sector-level estimate — mapped by policy area, not from this bill's specific text.

Top 10 of 420 by market cap Full roster · Premium

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
Semiconductors negative coarse 187 names

Sector-level estimate — mapped by policy area, not from this bill's specific text.

Top 10 of 187 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
TSM 台积电 Taiwan Semiconductor (ADR)
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
+177 more
5G / Telecom negative coarse 131 names

Sector-level estimate — mapped by policy area, not from this bill's specific text.

Top 10 of 131 by market cap Full roster · Premium

Ticker Name (Local) Name (EN) Restriction Lists
600941.SS 中国移动 CHINA MOBILE 1260HNS-CMIC
300308.SZ 中际旭创 ZHONGJI INNOLIGHT 1260H
300502.SZ 新易盛 EOPTOLINK
601728.SS 中国电信 China Telecom 1260HNS-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

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)