bullish

China's Near-Term Semiconductor Bottleneck Isn't ASML

Blue has highlighted this Insight as a Top Pick
301 Views14 Jun 2024 12:16
China's semiconductor bottleneck isn't lithography tools in the near term, it is etchers. We see ST pressure, MT opportunity and LT challenge from AI to China's semiconductor industry.
What is covered in the Full Insight:
  • Analysis of ArF Immersion Lithography Machine Procurement
  • Examination of SMIC's Advanced Node Fabs
  • Review of Lithography Machine Imports to China
  • Effect of Non-Lithography Equipment Shortage
  • Considerations for AI Development
SUMMARY
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