Chinese semiconductor industry

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tokenanalyst

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i think its too late.

AMEC has already publicly stated that able to etch 200 layer machine. after sanctions, they will speed up the production.
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The big deal could be KLA, it seems that YTMC and KLA collaborated a lot. Fortunately, there are Chinese companies that are making inroads into the metrology and yield process department in China that, with some work, could replace KLA, if they are not collaborating already.

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olalavn

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The big deal could be KLA, it seems that YTMC and KLA collaborated a lot. Fortunately, there are Chinese companies that are making inroads into the metrology and yield process department in China that, with some work, could replace KLA, if they are not collaborating already.

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I think the problem is how many years the contract is binding..
 

ansy1968

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This US sanctions are horrible timed. The stooges on DC couldn't have put this restrictions at a worst moment.

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Luckily for ASML if they manage to keep their DUVi scanners Non American they could made up by using the stockpiling of this tools in China.
Bro IF ASML use RSLASER will they be sanctioned too?
 
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