China's Semiconductor Sector Outlook Positive Despite U.S. Curbs -- Market Talk

Dow Jones12-04

0445 GMT - Most major Chinese semiconductor equipment makers were added to the U.S. entity list for export controls, but Daiwa analysts remain optimistic about the sector, they write. This development is not a significant concern for Naura Technology, which has already successfully avoided reliance on U.S. components by sourcing from non-U.S. suppliers, they add. A local supply chain is also in place to address potential further escalations in chip export restrictions, they add. Surprisingly, Advanced Micro-Fabrication Equipment was not included on the entity list, despite nearly all other major players in the sector being targeted, Daiwa notes. It would be crucial for Chinese semiconductor equipment makers to localize their production, they add.(jiahui.huang@wsj.com; @ivy_jiahuihuang)

(END) Dow Jones Newswires

December 03, 2024 23:45 ET (04:45 GMT)

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