Since large suppliers of lithographic equipment and materials are concentrated in the United States, they have had to adapt in just a few days to the new rules governing the supply of advanced equipment to China. The supplier of equipment, services and software for the production of semiconductors has estimated losses from the imposition of a new wave of sanctions ranging from $250 million to $550 million per quarter. Last year, the company received 29% of its revenues from China.
According to Evercore ISI analysts, Reuters report that US sanctions alone can reduce KLA, Lam Research and Applied Materials' revenues by up to 5 10%, and the scale and impact of the PRC's response is still difficult to assess, as they have not yet been implemented. According to the Associated Materials, in the fiscal quarter ending 30 October, the company's net revenue will be reduced by $250–550 million due to the introduction of new sanctions against China. In the next three months, the negative impact of sanctions on the company's business will be comparable.
The correct forecast for the fourth quarter shows that it is possible to obtain revenues ranging from $6.15 billion to $665 billion, which is less than market expectations. . This has already led to a 1.6% decline in the value of the Applied Materials shares. According to management, the company is prepared to seek export licences that will enable it to work with the most important Chinese customers. This week, it was also known that American equipment suppliers began to withdraw their personnel from the Chinese company YMTC, which produces solid memory chips. KLA delivered its equipment to China as early as Wednesday, while the Netherlands Lithographic Scanners ' supplier ASML withdrew representatives from China who were nationals of the United States or who had a residence permit in that country.