etch – SemiAnalysis

Fears for Chinese Semiconductor Capital Equipment and Chemical Supply Chain Are Overblown | Cautionary Tale On Trusting Industry Analysts

August 3, 2021February 25, 2022 Dylan Patel 5 Comments 4185, 4186, ACM Research, ACMR, Advanced Micro-Fabrication Equipment, AMEC, Capital Equipment, Chemical Mechanical Planarization, Chemical Vapor Deposition, China, CMP, CMP Slurry, CVD, etch, Hwatsing Technology, ion implantation, JSR Corporation, Kingstone Semiconductor, lithography, Naura Technology Group, Naura Technology Group claims to operate in Etch, photoresist, Physical Vapor Deposition, PVD, semiconductor, Shangyang Piotech, Sizone Technology, SK Materials, SMIC, TOK, Tokyo Ohka Kogyo, wafer cleaning

Many investors have feared the rise of the Chinese semiconductor industry, especially in equipment and chemicals. This alongside coverage from certain analysts has led to huge valuations in the Chinese equipment and chemical industry. This is a cautionary tale on trusting the word of analysts.