China has made progress in securing a domestic supply chain for semiconductor manufacturing components, with Jiangsu Pacific Quartz receiving approval for its high-purity quartz materials. These components are used in chipmaking equipment produced by companies like Lam Research and Tokyo Electron, and have now passed qualification for use in DRAM manufacturing by a domestic Chinese manufacturer, likely CXMT. However, China has not yet overcome the monopoly held by US-based companies, specifically Sibelco and The Quartz Corp. in Spruce Pine, North Carolina, for the specialized crucibles required to grow silicon wafers with the highest purity levels. AI
IMPACT Securing domestic supply chains for critical semiconductor components is essential for the continued advancement and manufacturing of AI hardware.
RANK_REASON Significant development in semiconductor supply chain diversification and national industrial policy. [lever_c_demoted from significant: ic=1 ai=0.7]
- Changxin Memory Technologies
- Jiangsu Pacific Quartz
- Lam Research
- Russian Quartz LLC
- Sibelco
- Spruce Pine
- The Quartz Corp.
- Tokyo Electron
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