The transition to new stages of lithography will not be actually limited.
As noted today, the upcoming new US export restrictions to a certain extent will constrain investment activities in China for those companies that receive subsidies from the US authorities when building their enterprises in the territories of American jurisdiction. South Korean officials, according to Reuters, were quick to say that the interests of South Korean companies would be minimally affected by such restrictions in their intended form.
Image Source: NVIDIA
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In particular, the 5% capacity increase limits for technologies “thinner” 28nm and 10% for technologies “thicker” 28nm will not proportionally constrain the development of business of Korean memory manufacturers in China. The fact is that American regulations determine the increase in productivity of enterprises in the number of processed silicon wafers. At the same time, the transition to new stages of lithography within the agreed performance is not limited. The new process technology will reduce the area of each chip and remove more chips from one wafer, so the effective increase in the productivity of Chinese enterprises of Korean companies will be able to go beyond those very 5 or 10%.
