Story perspectives
YMTC Targets Domestic Chipmaking Equipment After U.S. Export Ban
9/2/2026
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Story summary
- Chinese chipmakers are setting localisation targets for production equipment in new fabs.
- Britech Semiconductor Equipment (Shanghai) Corp chairman Jie Chen said a Wuxi customer targets 80% equipment localisation.
- YMTC reported that before 2022 U.S. tools comprised about half its fab equipment.
- YMTC now aims to build a fab that relies on domestic machinery after export restrictions.
- Chen warned that scaling machines and winning overseas clients will be the sector’s final exam.
