China's semiconductor bottleneck isn't lithography tools in the near term, it is etchers. We see ST pressure, MT opportunity and LT challenge from AI to China's semiconductor industry.
What is covered in the Full Insight:
Analysis of ArF Immersion Lithography Machine Procurement
Examination of SMIC's Advanced Node Fabs
Review of Lithography Machine Imports to China
Effect of Non-Lithography Equipment Shortage
Considerations for AI Development
SUMMARY
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