China mandates 50% domestic equipment rule for chipmakers(reuters.com)

19 pointsby naves6 miesięcy temu4 comments

China mandates 50% domestic equipment rule for chipmakers

https://www.reuters.com/world/china/china-mandates-50-domestic-equipment-rule-chipmakers-sources-say-2025-12-30/

4 comments

does taiwan count as domestic?

rasz6 miesięcy temu

Equipment not product. It started with money going to R&D and scams like epic HSMC https://www.chinatalk.media/p/billion-dollar-heist-how-scamm... but Chinese are patient and real innovation eventually rises to the top. Case in point Made in China 2025 - looked like pipe dream 10 years ago, yet became bitter reality for western component manufacturers.

tdeck6 miesięcy temu

I'm not sure why this is so heavily downvoted - it's an interesting question. The PRC's official position is that Taiwan is part of China, so perhaps Taiwanese equipment does count.

jocaal6 miesięcy temu

I don't think many equipment makers are Taiwanese. The names I am familiar with are KLA from the US. Tokyo Electron from Japan and ASML from Netherlands. TSMC buys equipment from them and build the fabs. The PRC wants complete vertical integration.