Equipment & Materials

Tracking China’s semiconductor equipment and materials chokepoint firms

China’s semiconductor equipment and materials chokepoint firms — lithography, etch, deposition, CMP, wafers, gases, photoresist — with node capability and sourcing.
Published

October 11, 2026

Overview

The machines that deposit, etch, and pattern silicon, and the wafers and chemicals those machines consume — the supply chain feeding every fab and OSAT tracked elsewhere on this site. As of October 2026, this tracker covers 8 firms.

Firm Map

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