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...From BofA: Our BofA Global Research sector analysts have identified the US companies in their coverage universe that sell equipment and services used in PFAS remediation and treatment and therefore could...
...“The new demand for equipment for high-end advanced packaging provides better profit than traditional business,” Liang said, adding that it had taken a long time to reach this point....
...However, Japan’s own export controls, designed to align with Washington, target advanced semiconductor manufacturing equipment more broadly, making it difficult for Canon....
...Tighter export controls on advanced chips used for AI development and the equipment used to manufacture them are proving difficult to bypass....
...TSMC, in turn, announced it will start making the world’s most advanced 2-nanometre chips on American soil around 2028 and build a third plant in Arizona that will go into operation before the end of the...
...US officials recently told Nvidia and Advanced Micro Devices — two US chipmakers — that they would have to obtain special licences to sell advanced processors used for artificial intelligence applications...
...People familiar with the matter cautioned that the new fundraising had yet to be finalised, but said the talks were advanced. Redwood declined to comment....
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...“You don’t need very delicate, complicated equipment for advanced packaging, and it is possible to use advanced packaging technologies to push forward from 7-nm to 5- or even 3-nm [performance],” an executive...
...A version of this article was first published by Nikkei Asia on January 16. ©2024 Nikkei Inc. All rights reserved....
...The IPO also follows an earlier attempt by KKR to sell the chipmaking equipment business to US-based Applied Materials in 2019....
...Shares of Naura Technology are up a tenth this year, while peer Advanced Micro-Fabrication Equipment Inc. China is up a third this year....
...semiconductor production equipment....
...Like our advanced packaging — you need a new chemical solution and new equipment. So you expect a lot of these investments coming in. It’s like a chain effect.”...
...Japan and Germany, which have long prospered from exports of luxury cars and capital equipment to China, now confront its rapid emergence as an automobile exporter....
...It also rented mobile water recycling equipment early this year to brace for the drought....
...ASML is the world’s exclusive maker of cutting-edge chip equipment known as extreme ultraviolet (EUV) lithography machines, enabling production of advanced semiconductors below the 7-nanometre level....
...The strong appetite for more business in China came as Washington tightens export control rules on AI chips and advanced chipmaking equipment, which will take effect next week....
...But US restrictions on exports of advanced chipmaking equipment — particularly the extreme ultraviolet lithography systems produced exclusively by ASML, appear to have hampered their plans, restricting the...
...But hurdles remain, not least Japan and the Netherlands recently following America’s lead in restricting export of cutting-edge semiconductor equipment. China is not the only country hungry for chips....
...“For example, if chipmaking equipment breaks down, they need to replace some parts, but this will not be possible if they can’t renew the waiver.”...
...I met many representatives from the Czech Republic, Poland, India and Malaysia,” an executive from one Taiwanese equipment maker said....
...China has urged Japan to retract new restrictions on exports of semiconductor manufacturing equipment announced last month....
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