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Applied Materials: Chinese Chip Firms May Tune Nodes to Avoid U.S. Sanctions

When the US government imposed broad sanctions on China’s semiconductor and supercomputer sectors in October, the global semiconductor industry quickly lost about $240 billion in valuations. When the new quarterly reporting cycle begins, we’ll see how much revenue American businesses will lose due to the new rules. The numbers are staggering, but they don’t kill these companies. Moreover, according to Applied Materials, a leading manufacturer of fab tools, Chinese companies can adjust their process technology to get around the new rules.

Bryce Hill, Chief Financial Officer of Applied, said: Seeking Alpha).

Is there an exit for China’s semiconductor sector?

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