Post by account_disabled on Feb 27, 2024 20:08:22 GMT -8
Chinese imports of semiconductor equipment have risen to record levels ahead of the implementation of export restrictions by US allies. Chinese customs data show the country's imports of chip production tools in June and July totaled nearly $5 billion, up 70 percent from $2.9 billion in the same period last year. Most of the imports came from the Netherlands and Japan, two countries that have imposed export restrictions on chip-making equipment while working with the United States to slow China's technological advance. The restrictions mean buyers of some tools will have to apply for licenses from the Dutch and Japanese governments, raising concerns among Chinese chipmakers. Japan began enforcing its restrictions on July 23, while the Dutch restrictions will come into effect on September 1. While it is unclear how much of the increase in imports relates to tools that will be covered by restrictions, the purchases suggest China wants to avoid any disruption to its plans to expand chip production.
With imported equipment, Chinese companies are trying to increase production of less advanced chips that are not covered by Western restrictions. “This is one of China's responses to the. export restrictions in the Netherlands Job Function Email Database and Japan,” said Lucy Chen, vice president of Taiwan-based research firm Isaiah Research. “China increased its inventory of semiconductor equipment by pre-stocking to alleviate potential supply chain bottlenecks.” You are viewing a snapshot of an interactive chart. This is most likely because you are not logged in or JavaScript is disabled in your browser. Chinese groups such as Semiconductor Manufacturing International and Yangtze Memory Technologies rely on equipment from the United States, the Netherlands and Japan to make chips. The tools category in customs data consists of equipment such as lithography and etching machines for chip production, but does not include components or materials such as wafers. Chinese imports of Dutch chipmaking equipment doubled in June and July from May as a result of ASML delivering more lithography machines to Chinese customers, industry experts familiar with the equipment acquisition said.
In the country. ASML is one of the largest producers of chip manufacturing equipment. ASML Chief Executive Peter Wennink said on an earnings call last month that there had been strong demand from Chinese customers for tools to make mature or less advanced chips. ASML declined to comment further. Imports from Japan have also increased. Some Chinese companies began purchasing etching equipment and wafer coating machines from Japanese companies after the United States began tightening its export controls on chip equipment in 2020. You are viewing a snapshot of an interactive chart. This is most likely because you are not logged in or JavaScript is disabled in your browser. Some of the machines imported in recent months have ended up in small, newly established foundries supported by local governments in China, as Beijing works to expand its chipmaking capacity, two government officials familiar with the situation said. China's purchases of chip equipment from elsewhere, including Singapore and Taiwan, have also contributed to record imports from those countries.
With imported equipment, Chinese companies are trying to increase production of less advanced chips that are not covered by Western restrictions. “This is one of China's responses to the. export restrictions in the Netherlands Job Function Email Database and Japan,” said Lucy Chen, vice president of Taiwan-based research firm Isaiah Research. “China increased its inventory of semiconductor equipment by pre-stocking to alleviate potential supply chain bottlenecks.” You are viewing a snapshot of an interactive chart. This is most likely because you are not logged in or JavaScript is disabled in your browser. Chinese groups such as Semiconductor Manufacturing International and Yangtze Memory Technologies rely on equipment from the United States, the Netherlands and Japan to make chips. The tools category in customs data consists of equipment such as lithography and etching machines for chip production, but does not include components or materials such as wafers. Chinese imports of Dutch chipmaking equipment doubled in June and July from May as a result of ASML delivering more lithography machines to Chinese customers, industry experts familiar with the equipment acquisition said.
In the country. ASML is one of the largest producers of chip manufacturing equipment. ASML Chief Executive Peter Wennink said on an earnings call last month that there had been strong demand from Chinese customers for tools to make mature or less advanced chips. ASML declined to comment further. Imports from Japan have also increased. Some Chinese companies began purchasing etching equipment and wafer coating machines from Japanese companies after the United States began tightening its export controls on chip equipment in 2020. You are viewing a snapshot of an interactive chart. This is most likely because you are not logged in or JavaScript is disabled in your browser. Some of the machines imported in recent months have ended up in small, newly established foundries supported by local governments in China, as Beijing works to expand its chipmaking capacity, two government officials familiar with the situation said. China's purchases of chip equipment from elsewhere, including Singapore and Taiwan, have also contributed to record imports from those countries.