Sources: China's top memory maker YMTC plans to source up to 70% of equipment for its fourth chip factory locally, up from just over 50% for its third factory
THE SO WHAT
YMTC targeting 70% local equipment for its fourth fab — up from just over 50% — is a concrete step toward de-risking from export controls and foreign tool vendors. For non-Chinese chip and equipment players, this is a warning that the China TAM may structurally shrink as local ecosystems mature.
READ THE SOURCE
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