U.S. House Foreign Affairs Committee to Visit Silicon Valley Next Week to Discuss AI Export Controls and Chip Ban

According to monitoring by Beating, bipartisan members of the U.S. House Foreign Affairs Committee will travel to Silicon Valley next week to meet with representatives from companies such as Google, Anthropic, Meta, Tesla, Intel, Applied Materials, and Nvidia to discuss AI and export controls. Committee Chairman Brian Mast (Republican) and Democratic Chief Member Gregory Meeks will both participate, with an industry roundtable scheduled for May 4. This visit follows the committee’s approval of the MATCH Act (Multilateral Alignment of Technology Controls on Hardware) on April 22, with a vote of 36 to 8, which is an export control bill targeting China’s chip manufacturing capabilities. The two core components of the bill are: first, a complete ban on the export of DUV lithography machines (deep ultraviolet lithography machines, which are key equipment for manufacturing mature process chips) to China; second, the designation of five companies—SMIC, ChangXin Storage, Yangtze Memory Technologies, Hua Hong, and Huawei—and their subsidiaries and factories as restricted entities, subjecting them to a ‘presumed denial’ approval standard for exports, re-exports, repairs, and parts supply. Allies have a 150-day window to follow up. If lithography machine suppliers from countries like the Netherlands and Japan do not implement equivalent controls within the deadline, the U.S. will unilaterally expand the Foreign Direct Product Rule (FDPR) to include all foreign-manufactured equipment that uses U.S. software, technology, or components. Applied Materials, Lam Research, and KLA, three U.S. equipment manufacturers, are expected to generate a total of $19 billion in revenue from China in 2025, making them the most directly affected by the bill. The bill still requires a vote by the full House, while a corresponding version is already advancing in the Senate.

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