The Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment - Semiwiki

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The Coming China Chipocalypse – Trade Sanctions Backfire – Chips versus Equipment - Semiwiki

China Chip Sanctions have had opposite of intended effect Helps AMAT, LRCX, KLAC & TEL- Hurts Micron and GloFo Tsunami of Chinese capacity will hurt memory & 2nd tier chip makers The probability of a much longer chip downcycle is increasing China is cornering the market on Semiconductor equipment Quarterly reports from the industry show…

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