NuAxiSemiconductor trade intelligence

[News] Samsung, SK hynix Reportedly Look Beyond Chinese Tool and Component Suppliers Amid Supply Chain Risks

What happened

Samsung and SK hynix are reducing reliance on Chinese suppliers like Mattson Technology due to U.S. regulatory risks. This shift mirrors TSMC's exclusion of Chinese equipment from 2nm lines. Bullish for global equipment makers like AMAT and ASML.

Impact and signal

High impactImpact score: 75/100

Affected components and suppliers

Photoresist Strip SystemsRapid Thermal Processing (RTP) Systems

Samsung Electronics SK hynix TSMCMattson TechnologyApplied Materials ASML

supply-chainrisksanctionsequipment

Source and time

Source: TrendForce · 7/5/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

[News] Chip Equipment Component Lead Times Reportedly Double, Stretching to 40 Months as Price Pressures MountTrendForce · 9/17/2026
[News] ASML Reportedly Plans 10% Parts Price Hike in South Korea Starting Jan. 2027; Equipment Prices May Also RiseTrendForce · 10/11/2026
SEMI: Global Semiconductor Equipment Billings Up 15% YoY in 2025EE Times Asia · 4/8/2026
AI Boom Drives Divergence: Latest Earnings from the Top Five Semiconductor Equipment Makers Signal a New Industry Landscape As the global semiconducto...TrendForce Official (Market Data) · 2/23/2026
Global 300mm Fab Equipment Spending to See Double-digit Growth in 2026, 2027EE Times Asia · 4/7/2026
[News] China Reportedly Ramps Up Chip Tool Push, Sets 70% Target by 2027; SMEE, NAURA at ForefrontTrendForce · 2/19/2026

[News] Samsung, SK hynix Reportedly Look Beyond Chinese Tool and Component Suppliers Amid Supply Chain Risks

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings