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欧博会员注册:Japan joins US efforts to thwart Beijing chip ambitions

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Japan and the Netherlands are likely to announce in the coming weeks that they will adopt at least some of the sweeping measures the US rolled out in October. The curbs are meant to restrict the sale of advanced semiconductor manufacturing equipment to China. — Reuters

TOKYO: Japan and the Netherlands have agreed in principle to join the United States in tightening controls over the export of advanced chipmaking machinery to China, according to people familiar with the matter, potentially dealing a debilitating blow to Beijing’s technology ambitions.

The two countries are likely to announce in the coming weeks that they will adopt at least some of the sweeping measures the US rolled out in October.

Those curbs are meant to restrict the sale of advanced semiconductor manufacturing equipment to China, according to the people, who asked not to be named because they are not authorised to speak publicly on the matter.

The Biden administration has said the measures are aimed at preventing Beijing’s military from obtaining advanced semiconductors.

The three-country alliance would represent a near-total blockade of China’s ability to buy the equipment necessary to make leading-edge chips.

The US rules restricted the supply from American gear suppliers Applied Materials Inc, Lam Research Corp and KLA Corp.

Japan’s Tokyo Electron Ltd and Dutch lithography specialist ASML Holding NV are the two other critical suppliers that the US needed to make the sanctions effective, making their governments’ adoption of the export curbs a significant milestone.

“There’s no way China can build a leading-edge industry on their own. No chance,” said Sanford C. Bernstein analyst Stacy Rasgon.

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On Monday, China filed a dispute over US export controls with the World Trade Organisation, the country’s Commerce Ministry said in a statement. Beijing said the restrictions threaten the stability of the global supply chain and that America’s national security justification is dubious.

But the global opposition to China’s chipmaking ambitions appears to be mounting.

Bloomberg News reported last week that Dutch officials were planning new export controls on China.

The Japanese government agreed to similar restrictions in recent weeks since the two countries wanted to act in concert, the people said.

According to one of the sources, Japan had to overcome opposition from domestic companies that did not want to lose sales to China.

Beside Tokyo Electron, Nikon Corp and Canon Inc are minor players in the market.

Japan is in discussion with the US and other countries regarding the matter, Japanese Trade Minister Yasutoshi Nishimura said yesterday at a press conference, declining to comment on the status of ongoing talks.

“We are conducting hearings on domestic firms and studying the impact of the US restrictions.”

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