US proposes bill to track AI chips and pressures ASML: unfolding scenario for semiconductor supply chain

## What happened
Two simultaneous news reports signal a tightening of US technology export controls. On one hand, a bipartisan bill proposes that manufacturers of AI-capable chips implement location tracking systems to verify they are not diverted to unauthorized destinations. On the other hand, the US government has reportedly expressed formal concerns to Dutch company ASML about the possibility that China may have acquired advanced lithography equipment. As of now, neither the official bill text nor a public statement from the Department of Commerce has been released.

## Context
These actions fall under the US export control regime (EAR) and BIS regulations. In recent years, Washington has progressively restricted exports of semiconductors and manufacturing equipment to China, citing national security risks. If enacted, the AI chip tracking bill would close potential gaps in end-use verification, while pressure on ASML aims to prevent critical technology from reaching sanctioned entities.