6. April 2026 · 03:49 Uhr
The bipartisan MATCH Act would legally prohibit the sale and maintenance of EUV lithography machines to Chinese chip giants like SMIC, Hua Hong, and YMTC – and no longer regulate it merely by executive order. ASML, whose China share still accounted for 33% of revenues in 2025, declined to comment; the market is pricing in significant revenue risks.
Infineon is buying the sensor business of ams-OSRAM and strengthening its position in optical sensors; CEO Jochen Hanebeck expects ~€230 million in annual revenue from the acquisition starting in 2026. ams-OSRAM will henceforth focus entirely on digital photonics, thereby completing its strategic realignment.
US export restrictions on Nvidia chips are driving Beijing to promote domestic alternatives through state funding and procurement mandates – with visible success: China's chip firms are reporting record revenues, while Western equipment suppliers are losing market share. The CSIS warns that the localization wave is now also affecting manufacturing equipment, and Western equipment suppliers could be displaced from China in the medium term.
Analysts and industry representatives (ASML, Infineon, NXP, Bosch, and others) are calling in an EU Commission consultation to shift the EU Chips Act 2.0 from single-fab subsidies to an ecosystem strategy – as the 20% production target by 2030 is considered unrealistic by most experts. Higher energy costs, regulatory burdens, and a thin talent pool threaten the economic viability of new European fabs.
ST is beginning local production of STM32H7 microcontrollers in China and plans to bring H5 and C5 variants into volume production by the end of 2026 – a clear signal of the company's China resilience strategy. The move stands in direct contradiction to Western nearshoring narratives and is likely to attract regulatory attention in Washington and Brussels.
TSMC's US expansion strategy is growing to twelve planned fabs in Arizona – a scale that exceeds all previous CHIPS Act plans and explicitly names exclusive Taiwan dependency as a strategic risk. Bottlenecks in ASML delivery times (>12 months) and lack of local skilled workers are considered critical implementation risks for the cluster launch starting in 2027.
The semiconductor industry is experiencing accelerated geopolitical fragmentation: The MATCH Act marks the transition from executive export controls to legislative isolation and structurally threatens ASML's remaining China revenues. Meanwhile, Beijing is driving a localization wave through state mandates and record budgets, increasingly displacing Western equipment suppliers from the Chinese market – and thereby eroding Western R&D budgets. In Europe, the Chips Act 2.0 debate reveals that ambitious production targets are not achievable without an ecosystem strategy and ASML capacity expansion, while STMicroelectronics is choosing a risky middle path with its China production. The TSMC Arizona escalation to twelve fabs signals that the US wants to secure its technology leadership through massive geographic redundancy – with significant supply chain and personnel risks as its Achilles heel.
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