The United States is considering limiting the supply of US chip manufacturing equipment to memory chip makers in China, including Yangtze Memory Technologies. This will allow to suspend the development of the semiconductor sector of the second largest economy and protect American companies.
This information was provided immediately by several people familiar with this issue, who said that if tough measures are taken, supplies to factories in China that produce advanced NAND chips for smartphones, laptops and other devices will be prohibited.
Anonymous sources also said that if the Biden administration decides to take this step, it could also hurt South Korean memory chip makers, Samsung Electronics and SK Hynix. Samsung has two major factories in China, and SK Hynix is buying Intel’s NAND flash chip business in China.
The move also aims to protect the only U.S. memory chip makers, Western Digital and Micron Technology, which together represent about a quarter of the NAND chip market.
According to export control experts, this will be the first US attack aimed at Chinese production of memory chips without specific military applications.
All sources described the consideration of the issue as being at an early stage of consideration.