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@RYANHINGSHING · 2026-10-18 00:02

“China is now expected to localize more than half, or close to half, of most equipment categories, excluding lithography and track. What does this mean? It means China can now expand mature node capacity far more easily than before, using equipment made domestically within China.” Interesting thought. The only remaining bottleneck(excluding litho) for China is the localization of equipment components, and it is currently facing a component shortage. I guess they can localize these components within the next 5–10 years—it’s just a matter of time🤔

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