The MEETI MATCH Act may lead to further regulation, highlighting the importance of independence and controllability!

StrawberryIce · 2026-04-07T01:06:48+00:00

American lawmakers from both parties have introduced the "MATCH" Act, the Multilateral Alignment of Technology Controls on Hardware Act, with the following key points:1) Completely ban the export of critical semiconductor manufacturing equipment to China and other countries, such as DUV and low-temperature etching equipment;2) For entities like SMIC, Hua Hong Group, Yangtze Memory Technologies, storage companies, and Huawei subsidiaries, not only prohibit exports but also ban maintenance and technical support;3) Require allies like the Netherlands and Japan to align their semiconductor export controls to China with U.S. measures within 150 days; if they fail to do so, the U.S. will implement unilateral controls;The bill has not yet been enacted.

StrawberryIce

2026-04-07 01:06:48

U.S. lawmakers from both parties have introduced the “M ATCH” bill, the “Multilateral Alignment of Technology Controls on Hardware Act,” and the key points are as follows:

A comprehensive ban on the export of critical semiconductor manufacturing equipment to China and others, such as DUV, low-temperature etching, and other equipment;
For the entities behind extremely important subsidiaries, including SMIC, Hua Hong Group, Yangtze Memory, Storage and Huawei, not only will exports be banned, but repairs and technical support will also be prohibited;
Requires allied countries such as the Netherlands and Japan, within 150 days, to align their export control measures for semiconductor manufacturing equipment to China with those of the United States; if they fail to align on time, the U.S. will unilaterally impose controls;

Although the bill has not yet been enacted, the main theme of independent controllability is highlighted

The bill is currently at the initial stage of the legislative process and will later need to go through procedures such as deliberation and voting by committees of both the House and the Senate, and the president’s signing. Semiconductors are at the core of national strategic priorities; the core of China-U.S. confrontation is also centered on this. Independent controllability is the long-term main line—please focus on it!
Downstream capacity expansion + improvements in domestic substitution are strongly driving domestic equipment. 1) Capacity expansion: Chang存 is expected to go public, and a “super capacity expansion cycle” may be approaching; in advanced logic, strong demand for AI chips and other applications is driving capacity expansion. 2) Breakthroughs in domestic segments continue, and capacity expansion and substitution resonate together.

We continue to be bullish on the domestic independent controllable supply chain. It is recommended to focus on:
【Lithography systems】Maolai Optics, Huicheng Vacuum, ASHI Technology, Fuyan Tech, Fuguang Co., Ltd., Wavelength Optoelectronics, etc.;
【Equipment】NAURA, InnoLight, Advanced Micro-Fabrication Equipment, Huawei Hi-Tech, Qiyuan Micro, ZKFT, Jingce Electronics, Weida Nano, Jingzhida, etc.;
【Manufacturing】SMIC, Hua Hong Semiconductor, etc.
【Components】Jiangfeng Electronics, Fuchuang Precision, Newlai Applied Materials, Zhengfan Technology, etc.

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