US orders chip-tool shipments to Hua Hong halted; KLA among firms believed notified

Reuters reported on April 28, 2026 that the U.S. Commerce Department sent letters to chip-equipment makers restricting tools and materials bound for two Hua Hong sites, including Fab 6 in Shanghai. KLA, Lam Research and Applied Materials were named as companies believed to have received the letters. The letters are 'is-informed' notices that impose licence requirements without a public rulemaking, and the companies did not comment at the time.

• Covers two Hua Hong sites, including Fab 6 in Shanghai, and shipments to Huali Microelectronics
• Mechanism is an 'is-informed' letter, so no public rule was published
• KLA, Lam Research and Applied Materials named as believed recipients
• Companies did not comment; KLA's revenue exposure was not quantified