【IC Weekly Express】On November 14, reports surfaced indicating that Applied Materials, a U.S. semiconductor equipment giant, will no longer be able to supply equipment to China's memory chip and mature process chip markets. This move comes as a result of stricter U.S. export controls, and it is estimated that the company will face a revenue reduction of approximately $600 million in fiscal year 2026. Previously, Nexperia, a Netherlands-based semiconductor company, unilaterally halted wafer supplies to its packaging and testing factory in Dongguan, China. In response, China's Ministry of Commerce stated that the Dutch side should assume responsibility for its actions. Meanwhile, Synopsys, a leading EDA (Electronic Design Automation) company, has announced plans to lay off roughly 2,000 employees as it shifts its focus towards high-growth areas, particularly AI chip design. On another front, General Motors has requested its suppliers to exclude Chinese components from their supply chains by 2027, aiming to bolster the resilience of its supply chain.
