At least next year.
Lam Research is one of the largest suppliers of equipment required for the manufacture of semiconductor components, and Chinese customers cannot do without its products, which formed 30% of the total revenue of this manufacturer last year. On the pages Reuters there was information about the approximate losses of Lam Research from the introduction in October of this year of new US export restrictions related precisely to the supply of specialized equipment to China.
Image Source: Lam Research
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This manufacturer expects its revenue to fall by $2 billion to $2.5 billion next year. This is roughly comparable to the losses that another US company in the sector, Applied Materials, expects to suffer due to a new wave of anti-China sanctions. Its quarterly revenue could fall by $550 million this year. At the moment, Lam Research has already stopped all types of cooperation with Chinese customers who fall under the new export restrictions for one reason or another.