“capable of” = Means everything made in the USA, from Cymer Arf excimer lasers to Axcelis ion implanters to KlA inspection equipment to Applied materials PVD and etching equipment to synopsis EDA. There are replacement but that will required of a lot effort of Chinese companies and engineers or if the Japanese government give a damn about their semiconductor industry.
ASML -> SMEE(28nm), Nikon (desperate to revive their dying lithography business)
Applied Materials, Lam research-> Naura, Amec, TEL.
KLA, Lam research -> ACM research, Versatil, Kingsemi.
Ion Implantation-> CETC, Kingstone( They have experience with implanters for the photovoltaic industry, they can work in a high energy ion implanter for IC fabrication),Ulvac(Japan), Prema(Germany, looks like they are very oriented to the Chinese market).
EDA->
If Chinese EDA companies are good enough for Samsung, my guess is that they will be good enough for SMIC.
