Subject


Lam Research


2024-11-05

[News] Applied Materials and Lam Research Reportedly Seek Alternatives to Chinese Components

Ahead of the upcoming U.S. presidential election, U.S. semiconductor equipment giants Applied Materials and Lam Research are already working out to exclude Chinese firms from supply chains, driven by Washington’s directives to limit China’s role in sensitive leading-edge technologies, according ...

2024-09-04

[News] China’s 1H24 Chip Equipment Purchases Exceed Taiwan, Korea, and US Combined, Reaching USD 25 Billion

Amid the escalating tech war between China and the US, along with rising geopolitical tensions, China has accelerated its import of chip manufacturing equipment since the middle of last year to counter potential US chip sanctions, with Dutch company ASML and Japanese company Tokyo Electron (TEL) be...

2024-07-16

[News] China Contributes Over 40% of U.S. Chip Equipment Makers’ Revenue despite Export Controls

Though the U.S. keeps tightening the export controls on the semiconductor sector, major chip equipment makers seem to become increasingly dependent on the Chinese market. According to a report by Nikkei, citing financial data such as Applied Materials and Lam Research, China’s share of sales have ...

2024-02-16

[News] Overview of the Latest Financial Reports from the Top Five Equipment Giants Amid the Intense US-China Tech War

The world's top five semiconductor equipment manufacturers have released their latest financial reports, signaling a surge in demand for advanced manufacturing equipment and positive signs of industry recovery. The US has continuously thwarted efforts by equipment suppliers to export advanced mac...

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