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US Lawmakers Push New Chip Export Curbs Targeting China

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A bipartisan group of U.S. lawmakers has proposed new legislation to tighten export restrictions on semiconductor manufacturing equipment destined for China, escalating efforts to maintain U.S. leadership in artificial intelligence.

The draft MATCH Act would expand controls on advanced chipmaking tools, directly impacting companies such as ASML and Nikon, which dominate key segments like deep ultraviolet (DUV) lithography systems.

The proposal specifically targets equipment used to produce advanced chips, aiming to block access for major Chinese firms including SMIC, Huawei and other leading domestic chipmakers.

Unlike previous export controls introduced through executive actions, this initiative originates in Congress and seeks to align restrictions across allied countries, ensuring foreign suppliers adhere to similar limitations as U.S. companies.

Currently, Dutch regulations already prevent ASML from exporting its most advanced chipmaking tools to China. However, the company continues to sell less advanced DUV systems. The proposed law would extend restrictions to cover these products as well, potentially cutting off a significant portion of China’s access to critical semiconductor equipment.

China has been a major market for ASML, accounting for roughly one-third of its sales in 2025, though this share is expected to decline. The proposed legislation underscores intensifying technological competition between the United States and China, particularly in strategic sectors such as AI and semiconductor manufacturing.

Broadcom Names Alphabet Executive Amie Thuener as CFO

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Broadcom has appointed Amie Thuener as its next chief financial officer, effective June 12, replacing current CFO Kirsten Spears.

Thuener currently serves as vice president, corporate controller and chief accounting officer at Alphabet Inc.. She brings extensive experience in financial reporting, corporate governance and AI-related transactions, having also previously worked at PricewaterhouseCoopers.

Broadcom CEO Hock Tan highlighted Thuener’s background in managing complex global operations as a key factor in her appointment.

Outgoing CFO Kirsten Spears, who has held the role since 2020, will remain as an advisor for nine months to ensure a smooth transition. During her tenure, Broadcom completed major strategic moves, including the $69 billion acquisition of VMware.

Broadcom continues to expand its role in the artificial intelligence ecosystem, working with partners such as Google and OpenAI on custom chip development. The company recently projected its AI-related chip revenue could exceed $100 billion next year, driven by strong demand despite ongoing supply chain constraints.

Smartphone Market Faces Decline

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Global smartphone shipments are expected to fall sharply in 2026, reaching their lowest level in more than a decade.

Rising memory chip costs are driving up production expenses, forcing manufacturers to reconsider pricing strategies and product positioning.

Lower-cost device makers are likely to be most affected as supply pressures reshape the competitive landscape.

Premium brands may benefit from the shift, with stronger financial resources allowing them to absorb cost increases more effectively.

The development reflects how expanding demand for advanced computing infrastructure is influencing consumer electronics markets.

Industry forecasts suggest a gradual recovery in the following years, though structural changes may persist.