4 main makers of chip manufacturing gear have ceased gross sales of latest instruments and supply assist companies of put in instruments to China-based Yangtze Reminiscence Applied sciences Co. (YMTC) attributable to new export guidelines that got here into impact on Wednesday. To promote new gear to YMTC and assist present equipment, the toolmakers should get a expertise export license from the Division of Commerce’s Bureau of Trade and Safety (BIS).
U.S.-based Utilized Supplies, KLA, and Lam Analysis have ceased supplying gear to supply 3D NAND reminiscence with 128-layers or extra to YMTC underneath the newest export guidelines (opens in new tab) that impose new license necessities for semiconductor manufacturing gear destined for China beginning October 12. Nevertheless, they’ll proceed to provide new gear and instruments to multinational firms that produce chips in China — Samsung and SK Hynix — for a 12 months and not using a license. But, all export license functions to provide instruments to Tsinghua Unigroup-controlled YMTC require evaluation with a presumption of denial. Tsinghua Unigroup is a government-controlled group.