What the US authorities wanted, in the end.
According to DigiTimes, restrictions imposed by the US authorities in early October on the supply of technological equipment for the production of semiconductor components to China will prevent Chinese companies from increasing memory output in 2023 to the planned values. YMTC is the largest manufacturer of NAND memory in the local market, and CXMT specializes in the production of RAM chips.
Image Source: DigiTimes
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Recall that the new US export restrictions prohibit the supply to China from any country of the world of equipment with technologies of American origin, which allows the production of RAM using 18-nm and more “thin” technical processes, as well as solid-state memory with more than 128 layers. The Chinese company YMTC just approached this milestone, and it is likely that American regulators were guided by its achievements to determine the specifics of equipment that is allowed to be imported into China. By the way, the Korean Samsung and SK hynix, which have large enterprises in China, were exempted from these restrictions for a year by special permission of the US regulatory authorities.