When the U.S. government imposed sweeping sanctions against Chinese semiconductor and supercomputer sectors in October, the global semiconductor industry immediately lost some $240 billion in stock valuation . As the new quarterly reports cycle kicks in, we’re learning how much revenue American companies will lose because of the new rules. The numbers are staggering, but they will not kill these firms. Furthermore, according to Applied Materials, a major maker of fab tools, Chinese companies can tune their process technologies to circumvent the new rules slyly. “We expect some customers may decide to change their plan or change their technology, so it does not go above the threshold that is affected by the rules at this point,” said Brice Hill, the chief financial officer of Applied (via SeekingAlpha ). A Way Out for Chinese Semiconductor Sector? The latest U.S. export regulations restrict the import of American tools and technologies that can produce logic chips with non-planar transistors on 14nm/16nm nodes and below, 3D NAND with 128 or more layers and DRAM memory chips of 18nm half-pitch or less. These are all fairly advanced process technologies widely used today and require tools from U.S. companies such as Applied Materials, KLA and Lam… Read full this story
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