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The USA is strengthening regulations on the semiconductor industry against China, imposing export restrictions on 140 companies including equipment manufacturers.
December 2, 2024, 3:12 PM GMT+9
On the 2nd, the USA will start its third crackdown on China's semiconductor industry in three years. Two sources familiar with the matter revealed that exports to 140 companies, including semiconductor equipment manufacturer North China Huachuang Technology Group (002371.SZ), will be restricted.
中国半導体ツールメーカーの拓荊科技（パイオテック）(688072.SS)や深セン市新凱来技術（ＳｉＣａｒｒｉｅｒテクノロジー）も影響を受ける。今回の規制パッケージには、人工知能（ＡＩ）訓練などのハイエンドアプリケーションに不可欠な「広帯域メモリー（ＨＢＭ）」の中国向け出荷の制限、半導体製造・ソフトウエアツールへの新たな制限、シンガポールやマレーシアなどの国で生産された半導体製造装置に対する新たな輸出制限が含まれる。
According to sources, nearly twenty semiconductor companies, two investment firms, and over 100 semiconductor manufacturing tool makers in China facing new regulations are included.
These companies will be added to the 'Entity List', prohibiting US suppliers from shipping products to them without special permission.
The USA is also planning to impose additional restrictions on China's largest semiconductor foundry, Semiconductor Manufacturing International Corporation (SMIC) (0981.HK).
These companies will be added to the 'Entity List', prohibiting US suppliers from shipping products to them without special permission.
The USA is also planning to impose additional restrictions on China's largest semiconductor foundry, Semiconductor Manufacturing International Corporation (SMIC) (0981.HK).
<Netherlands and Japan are exempt>
In response to the 'Foreign Direct Product' rule, restricting products that companies can export to China, there is a possibility of affecting some US allied countries. The new regulations will expand US authority to restrict the export of semiconductor manufacturing equipment produced by manufacturers in the USA, Japan, and the Netherlands worldwide.
Equipment produced in Malaysia, Singapore, Israel, Taiwan, and South Korea are subject to the same regulations, but the Netherlands and Japan are exempt.
The expanded Foreign Direct Product rule will apply to sixteen companies on the Entity List considered to be the most critical for China's advanced semiconductor manufacturing plans.
In response to the 'Foreign Direct Product' rule, restricting products that companies can export to China, there is a possibility of affecting some US allied countries. The new regulations will expand US authority to restrict the export of semiconductor manufacturing equipment produced by manufacturers in the USA, Japan, and the Netherlands worldwide.
Equipment produced in Malaysia, Singapore, Israel, Taiwan, and South Korea are subject to the same regulations, but the Netherlands and Japan are exempt.
The expanded Foreign Direct Product rule will apply to sixteen companies on the Entity List considered to be the most critical for China's advanced semiconductor manufacturing plans.
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