Interesting stuff. Yeah the semiconductor equipment is hard for newcomers, luckily for the Chinese their solar industry, their packaging industry and their military electronic industry was big enough that served as a training ground for many equipment companies so the transition to semiconductor ICs was less hard than otherwise.
There is another group of companies that will become more relevant in the coming years but this group come from the semiconductor equipment repair industry, a lot of experience gained from decades of repairing semiconductor equipment and I have been reading some encouraging stories.
