More than 40% of the chip giants’ revenue in the last quarter came from Chinese customers, with Lam Research Corp leading the way. – almost 50%. Tokyo Electron Ltd. It has reached a record share of deliveries to China, and ASML Holding NV has already received a significant part of its revenue from this country, despite the ban on the export of the most modern systems.
The US’s tightening of export restrictions has not slowed down chip equipment sales to China, but has accelerated them. Applied Materials Inc. It reported that sales growth in China increased faster than expected to continue due to significant shipments of computer memory to customers.
But industry experts warn that China’s frenetic order growth may be unsustainable in the medium term as it could lead to stock-outs or tighter export regulations.
Source: Ferra
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