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TEXXR

Chronicles

The story behind the story

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Sources: US chip equipment suppliers are pausing business activities and pulling out staff based at China's YMTC, following US curbs on China's chip sector

Tool makers are pulling out staff and pausing work as they assess the impact of Commerce Department restrictions on semiconductor exports to China

Wall Street Journal

Discussion

  • @gpapilion Geoffrey Papilion on x
    @Techmeme @davemcclure Meanwhile building servers is blocked by basic components only manufactured in china. Seems like they could stop selling us pcbs and do just as much damage as we are.
  • @gregory_c_allen Gregory C. Allen on x
    “I believe the U.S. government intends to force the more advanced production facilities of Chinese companies like SMIC and YMTC to shut down entirely,” Gregory Allen, a senior fellow at the Center for Strategic and International Studies, said. https://wsj.com/...
  • @julianku Julian Ku on x
    Sanctions bite. “The U.S. suppliers have paused support of already installed equipment at YMTC in recent days and temporarily halted installation of new tools, the people said. The suppliers are also temporarily pulling out their staff based at YMTC.” https://www.wsj.com/...
  • @byron_wan Byron Wan on x
    “ASML US employees must refrain —either directly, or indirectly — from servicing, shipping or providing support to any customers in China until further notice, while ASML is actively assessing which particular fabs are affected by this regulation.” 1/n https://www.bloomberg.com/.…
  • @shanghaimacro @shanghaimacro on x
    This is a HUGE shock to Chinese semi industry. The onshore feedback is that China may have completely lost the ability to build equipment and factories for advanced chips. The US is determined to maintain an ABSOLUTE advantage over China in semis. https://www.wsj.com/...
  • @jchengwsj Jonathan Cheng on x
    U.S. chip equipment suppliers are pulling out staff based at China's leading memory chip maker and pausing business activities there, say people familiar with the matter, as they assess the impact of U.S. export restrictions. @Kubota_Yoko @raffaelehuang https://www.wsj.com/...
  • @aparanjape Amit Paranjape on x
    China's state-owned Yangtze Memory Technologies is facing a freeze in support from key suppliers following last week's sweeping curbs imposed by the U.S. on China's chip sector https://www.wsj.com/... via @WSJ
  • @joshchin Josh Chin on x
    First ripples in China from the U.S.'s potentially tectonic new restrictions on semiconductor exports. Scoop via ⁦@Kubota_Yoko⁩ and ⁦@raffaelehuang⁩ https://www.wsj.com/...
  • @niubi Bill Bishop on x
    Applied Materials cuts quarterly revenue, profit estimates on China export curbs | Reuters “also said it recently received a subpoena from the U.S. Attorney's Office for District of Massachusetts requesting information relating to its customers in China” https://www.reuters.com/.…