domestic equipment – Charm

Applied Materials’ China Problem Is Getting Worse

1 day ago019 mins

Quick Read China’s 50% domestic equipment mandate pressures AMAT’s $4.2B annual China revenue, while new domestic DUV systems directly threaten ASML’s installed base. CXMT could surpass MU in physical wafer capacity by 2030, sourcing between 40 and 50 percent of tools from domestic suppliers including ACMR rather than AMAT. Act now: the analyst who called…

China mandates 50% domestic equipment rule for chipmakers, sources say

8 months ago08 mins

SINGAPORE, Dec 30 (Reuters) – China is requiring chipmakers to use at least 50% domestically made equipment for adding new capacity, three people familiar with the matter said, as Beijing pushes to build a self-sufficient semiconductor supply chain. The rule is not publicly documented, but chipmakers seeking state approval to build or expand their plants…