US to Cancel China Exemptions; Case Review Likely to be Approved

Last Modified

2025-06-24

Update Frequency

Aperiodically

Format

PDF

US may cancel China facility technology exemptions; however, with mature processes in place, case-by-case reviews are expected to keep the supply chain stable with limited market impact.

Key Highlights

The US is assessing the cancellation of technology exemptions for its facilities in China, opting for a case-by-case review.
Chinese sites mostly use mature manufacturing processes, focusing on non-cutting-edge products that lower immediate supply risks.
While the withdrawal of exemptions might affect capacity upgrades and current operations, overall supply chain stability is expected to remain manageable.
Certain key facilities, due to their product positioning and market demands, are likely to still secure approval.

Memory: Chinese Fabs Account for Pivotal Scale of Capacity
- Non-China Memory Suppliers' Capacities Established in China
Foundry: Focus of New Restrictions Is on Consumer Chip Products Based on Mature Nodes
- Non-China Foundries' Capacities Established in China
TrendForce's View: Approval Will Be Likely for Individual Review Cases, but Policy Uncertainty Will Persist

Non-China Memory Suppliers' Capacities Established in China