SMIC(SH:688981) 是说芯语·2025-09-15 00:25Core Viewpoint - The U.S. Department of Commerce has added two Chinese semiconductor equipment companies to the Entity List, accusing them of providing regulated chip manufacturing equipment to SMIC, which is seen as a move to strengthen export controls on Chinese chips, potentially impacting the global semiconductor supply chain [1][3]. Group 1: Companies Involved - The two companies added to the Entity List are GMC Semiconductor Technology (Wuxi) Co., Ltd. and Jicun Semiconductor Technology (Shanghai) Co., Ltd., which are accused of violating export control regulations by supplying equipment to SMIC [2][4]. - These companies focus on the research and manufacturing of front-end semiconductor equipment, including etching and thin film deposition equipment [3]. Group 2: Impact of U.S. Measures - The U.S. claims that these companies provided equipment that can be used for advanced chip processes, and as a result, U.S. companies are now prohibited from exporting related technologies and products to them [3]. - The Chinese semiconductor industry association has condemned the U.S. actions as unilateralism and protectionism, asserting that they will defend the legitimate rights of Chinese enterprises [4]. - In 2023, the Chinese semiconductor equipment market reached a scale of $30 billion, with domestic equipment market share increasing to 20%, indicating progress in technology fields such as etching, cleaning, and thin film deposition [4].