Following the announcement to impose export restrictions aimed at blocking China's semiconductor industry development in October 2022, the US government released multiple new measures directed at China's semiconductor industry, including the expansion of the curbs on high-performance chip and advanced semiconductor manufacturing equipment (SME) exports announced in October 2023.
DIGITIMES Research believes that although the added control measures may close the loopholes in the existing export restrictions, they will only slow down China's semiconductor industry development but will hardly stop China from building up its semiconductor strength.
It is noteworthy that as the US exerts efforts to deter China's semiconductor advances, it also gives consideration to the global semiconductor supply chain stability.
Table 1: US semiconductor export control on China and company exemption roadmap
Table 2: US national security guardrails updates on advanced node definition
Table 4: Samsung NAND flash capacity in China and share, 2021-2023
Table 5: SK Hynix DRAM capacity in China and share, 2021-2023
Table 7: Differences between updated 2023 restriction and 2022 version
Table 9: Countries affected by US export control by category
Table 10: Server chips from AMD and Nvidia affected by US export control
Table 11: Differences between updated 2023 SME IFR and 2022 version
