半导体行业观察·2025-10-08 02:09Core Viewpoint - The article discusses the loopholes in the efforts by the U.S. and its allies to restrict China's advanced chip manufacturing capabilities, allowing China to purchase nearly $40 billion worth of cutting-edge chip manufacturing equipment [2][3]. Group 1: Legislative Actions and Recommendations - A bipartisan investigation by U.S. lawmakers revealed that existing export controls are insufficient, as Chinese entities can effectively collaborate to circumvent these restrictions [2]. - Lawmakers are advocating for nationwide controls on China, proposing a presumption of denial policy for licenses related to advanced and traditional chip manufacturing tools [2]. - The report calls for an expansion of the restricted entity list and a ban on all allied manufacturers from selling products to more Chinese military entities [2]. Group 2: Sales and Market Impact - The report highlights that last year, Chinese companies purchased $38 billion worth of equipment from five leading semiconductor manufacturing equipment suppliers, marking a 66% increase from 2022 [3]. - This figure represents nearly 39% of the total sales of Applied Materials, Lam Research, KLA, ASML, and Tokyo Electron [3]. - The sales to China have made the country increasingly competitive in the semiconductor manufacturing sector, impacting global human rights and democratic values [4]. Group 3: Industry Response and Coordination - Tokyo Electron's U.S. president noted a decline in sales to China this year due to new regulations and welcomed increased coordination between the U.S. and Japanese governments [4]. - The report suggests that allies should enhance coordination and broaden the scope of restrictions, including limiting components that China can use to manufacture its own chip-making tools [4]. - A senior researcher from the Foundation for Defense of Democracies emphasized that China is attempting to rewrite the entire supply chain, indicating a shift in the competitive landscape [4].