The deal is deemed crucial to recent US efforts to restrict chip manufacturing and development in China. This is because the global market for chipmaking equipment is dominated by US company Applied Materials, Dutch company ASML, and Japanese company Tokyo Electron. The latter two companies produce equipment that doesn’t rely on US technology.
DigiTimes
This is just a story that is building up to a potential anti-climax or, maybe the whole point of the discussions is to apply pressure to the Chinese. One thing is for certain, there has been an uptick in the development of IP and, investment in local startups, will a likelihood that China can withstand anything the US wants to throw at it on the manufacturing side.
In Semiconductor Engineering, a January round-up of start-up funding had the following Chinese startups making hay while the sanctions shine. Granted there isn’t a lot of transparency in the information that can be easily found on these startups but, anecdotally, trawling through various databases, you get a sense that the network of display startups is not insignificant .
| Company | Locations | Technology |
| Tripole Optoelectronics | Nanchang, China | Holographic optical waveguides |
| Guangqi Image | Nanjing, China | Test equipment for display manufacturing |
| Yaoyu Vision Technology | Nanjing, China | Chips and software for AR/XR/VR headsets |
| SeeV | Guangzhou, China | Optical waveguides for AR/VR devices |
| PetroTech | Wenzhou, China | Perovskite QDs for displays |
| Dream Blossom Technology | Qingdao, China | VR headsets and peripherals |
