TAIPEI — Arm China, the Chinese subsidiary of the British chip company owned by Japan’s SoftBank, has become a key player in Beijing’s quest for tech self-sufficiency and, in a move likely to alarm the U.S., has developed codes that enable Chinese semiconductors to run state-approved cryptographic algorithms.
https://asia.nikkei.com/Economy/Trade-war/Beijing-s-latest-tech-ally-in-US-clampdown-Arm-China
TOKYO (Reuters) - Japan’s Tokyo Electron, the world’s No.3 supplier of semiconductor manufacturing equipment, will not supply to Chinese clients blacklisted by Washington, a senior company executive told Reuters.
“We would not do businesses with Chinese clients with whom Applied Materials and Lam Research are barred from doing businesses,” the executive said, referring to the top U.S. chip equipment firms. “It’s crucial for us that the U.S. government and industry see us as a fair company,” he said, citing Tokyo Electron’s long U.S. partnership since the 1960s, when it started off as an importer of U.S. equipment.
U.S. law specifies that any product comprising 25% or more U.S. content is subject to the U.S. export control restrictions.
Tokyo Electron controls nearly 90% of the market for microchip coaters and developers. It competes directly with Applied Materials and Lam Research in some segments.