US National Security Advisor Jake Sullivan (Jake Sullivan) confirmed on the 12th that the United States has discussed with partners including Japan and the Netherlands how to implement chip-related export controls on China.

(European News Agency)

[Compile Lu Yongshan/Comprehensive Report] According to Reuters, US National Security Advisor Jake Sullivan confirmed that the United States has discussed with partners including Japan and the Netherlands how to implement chip-related export controls to China.

According to Bloomberg reports, Japan and the Netherlands have agreed in principle to join the U.S. action, and the two countries may announce in the next few weeks that they will take at least some of the measures announced by the U.S. in early October.

The Biden administration released a series of measures in October to prevent China from obtaining certain chips made with U.S. equipment, with the aim of slowing China's technological and military progress.

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Japan and the Netherlands have agreed in principle to join the U.S. action to jointly strengthen restrictions on the export of advanced chip manufacturing equipment to China. The two countries are likely to announce within a few weeks that they will adopt at least some restrictions similar to those released by the U.S. in October, mainly restricting the 16-nanometer process. Immersive deep ultraviolet lithography equipment (DUV) can be widely used in 40nm mature process to 5nm advanced process, which has a great impact on the production and development of China's semiconductor industry.

The content of Japan and the Netherlands' control of exports to China has been largely discussed, and only the final implementation details and consultations are left. Companies such as Moore (ASML) will be affected.

Japan's Minister of Economy, Trade and Industry Yasutoshi Nishimura said in an interview that he and US Commerce Secretary Raimondo had touched on strengthening cooperation in export control during the telephone conversation, but emphasized that "I can't go into details because this is a diplomatic exchange, but Japan Based on the spirit of international cooperation, strict export controls have been enforced in accordance with foreign exchange and foreign trade laws.”

In this regard, in addition to filing a complaint with the World Trade Organization (WTO), China is trying to overturn US export controls.

The Ministry of Commerce of China issued a statement on Tuesday and submitted a complaint to the WTO on the 12th, saying that the US export restrictions threatened the foundation of an industry worth 580 billion US dollars, emphasizing that the US unfairly used vague security reasons to prevent the development of competitors and threatened the world supply chain.

However, even if China succeeds in its appeal, the WTO will not be able to force the United States to change its actions.

Some people in the industry pointed out that Chinese semiconductor manufacturers, including Yangtze River Storage (YMTC), have begun to expand purchases from major equipment manufacturers, prolonging the impact time.

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