According to a Taiwan media digitimes report, the latest US ban on Huawei officially took effect on September 15. Although semiconductor equipment manufacturers including Applied Materials and ASML are expected to benefit from TSMC, Samsung and Intel in the next few years to accelerate the implementation of advanced manufacturing processes As well as EUV technology, the impact of the US's increased blockade on Huawei cannot be underestimated.

It is reported that China's semiconductor industry is also the main growth driver of the equipment market. Financial reports show that the Chinese market contributed 12% of ASML's revenue in 2019, and contributed up to 33% of applied materials' revenue in the latest quarter. In addition to applied materials and ASML, even American manufacturers such as Micron and Qualcomm will be involved in this "wave" and become the biggest uncertainty in operation.

Earlier, the American Semiconductor Association (SIA) warned that more than 73% of American chips could be replaced by products from other countries, and cutting off Huawei’s acquisition of shipments from US chip manufacturers would not only greatly reduce the revenue of US manufacturers, but also relatively Reduce the R&D budget used by American manufacturers for reinvestment. With the gradual weakening of competitiveness, the US semiconductor market share may gradually decline.

Reuters once reported that the US government in 2019 urged the Dutch government to refuse to renew export licenses and prevent ASML from shipping EUV systems to SMIC. Recently, it has been reported that the United States intends to amend the law, expand export controls to China, and prohibit the export of semiconductor equipment and related software tools to China. This move has also attracted loud protests from the US semiconductor organization.

Regardless of the future potential of the Chinese market or the purchasing power at this stage, once the U.S. offers expanded export control measures against China, it will become a lingering haze for semiconductor equipment manufacturers.