Staying competitive despite restrictions
193nm
DUV light
Purified water
193nm
DUV light
Purified
water
It takes a global village
Towards a self-sufficient ecosystem
That’s the major difference versus Western firms, and a good luxury to have when no investor is questioning every dollar of the bottom line. In effect, it’s made them partly immune to the very sanctions meant to constrain them.
Neil Shah Co-founder and vice president at Counterpoint Research
