The United States to reveal further chip limitations on China, but might offer exceptions to key corporations

Any exclusion would provide some comfort to the sector, as adhering to export constraints poses a multifaceted predicament. Numerous affected businesses are substantial contributors to their local economies, and China is a crucial market for them.

“While they are obliged to stay faithful to the US government, they also face financial losses by halting exports to China,” mentioned Neil Shah, co-founder and partner at Counterpoint Research. “Conversely, many semiconductor firms – spanning from equipment suppliers to fab operators to chip producers – previously secured 25-45% of their income from China, considering the country’s extensive magnitude and aspirations.”

ASML, the primary provider of equipment for semiconductor manufacturing globally, reportedly had its previous CEO indicate efforts to impede the reinforcement of export restrictions.

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AndyC

Andy Curtis is an award-winning security consultant, researcher and public speaker. He has been working in the computer security industry since the early 1990s, having been employed by state and federal government, leading healthcare and banking providers across three continents. He has given talks about computer security for some of the world’s largest companies, worked with law enforcement agencies on investigations into hacking groups, and is a regular voice on TV and radio explaining IT security threats.

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