The U.S. government says Beijing has allowed U.S. export control inspections of People’s Republic of China tech companies that were put on the Unidentified List in October. financial timesThe move is meant to keep Chinese 3D NAND company YMTC from being listed on the Commerce Department’s “entity list,” which seriously undermines the company’s ability to source equipment from US companies. It seems that.
The YMTC and many Chinese tech companies announced in early October that the U.S. government could not confirm whether their products (or products made using their products) ended up in the hands of the Chinese military. Added to unconfirmed list. Once a company is on the Unverified List, they have 60 days to prove that their product does not violate regulations. If the company fails to prove this within his 60 days, it will be placed on a trading blacklist called the “Entity List” and, in the case of YMTC, will be denied use of US technology.
The Chinese government typically denies U.S. export control inspectors access to domestic companies. However, the government has made an exception for the YMTC and other companies in the world. This is likely because the YMTC and the semiconductor industry in general are very important to the country.
“We’re seeing better behavior,” Alan Estevez, the U.S. Undersecretary for Industry and Security, told the Financial Times. “Mofcom is taking a more proactive approach. […] You will see a change in your attitude. It’s not the first time we’ve seen a change in attitude like this, so it depends on how long it lasts.”
It’s too early to guess what US export control inspectors will find, but at least the YMTC won’t be blacklisted. That said, four major US wafer fab manufacturers have already stopped working with YMTC for the following reasons: Latest Export Regulations It was imposed by the U.S. government in October because it required obtaining the proper export license from the Department of Commerce.
If YMTC can prove that it is not blacklisted and does not supply products for military use, perhaps it will allow companies such as Applied Materials, KLA, and Lam Research to obtain US approval to continue using 3D NAND. It will be easier to obtain from the government. Manufacturer.