US tightens restrictions on Chinese semiconductor players, benefiting global chipmakers like Tokyo Electron

From Investing.com: 2024-12-02 20:31:24

The US tightens export controls on Chinese semiconductor players, adding 140 entities to the entity list but excluding major players. Focus is on advanced chipmaking technologies like high-bandwidth memory and chip-design software, impacting Chinese WFE vendors. DRAM chips maker Changxin Memory Technologies is spared, benefiting global memory players like Kokusai Electric and Tokyo Electron.

Global WFE players like Tokyo Electron and Advantest Corp. could see modest gains as restrictions disrupt Chinese competitors. Samsung Electronics is less affected, while SK Hynix is expected to benefit from tighter supply and higher DRAM prices. Domestic WFE firms rely on de-Americanized supply chains, raising concerns about long-term growth.



Read more at Investing.com: Global chipmakers set to gain as US tightens restrictions on China