{"id":208,"date":"2026-07-28T23:59:21","date_gmt":"2026-07-28T14:59:21","guid":{"rendered":"https:\/\/money-login.com\/?p=208"},"modified":"2026-07-29T00:09:14","modified_gmt":"2026-07-28T15:09:14","slug":"china-semiconductor-localization-wfe-decoupling","status":"publish","type":"post","link":"https:\/\/money-login.com\/ko\/china-semiconductor-localization-wfe-decoupling\/","title":{"rendered":"\uc911\uad6d\uc758 \ube44\uacf5\uc2dd\uc801\uc778 \u201850%\u2019 \ud604\uc9c0 \uc7a5\ube44 \uc758\ubb34\ud654 \uc815\ucc45: \ubc18\ub3c4\uccb4 \ud22c\uc790\uc790\ub4e4\uc774 WFE \ud0c8\ub3d9\uc870\ud654\uc5d0 \ub300\ud574 \ubc18\ub4dc\uc2dc \uc54c\uc544\uc57c \ud560 \uc810"},"content":{"rendered":"

\uc544\uc774 \uc5d0\uc2a4 WFE \ub514\ucee4\ud50c\ub9c1<\/strong> accelerates due to global export controls, China’s semiconductor sector has entered a new phase with an unwritten 50% domestic tool mandate…<\/p>\n\n\n\n

1. \uc815\ucc45 \uc6b4\uc601 \ubc29\uc2dd: 50% \ud604\uc9c0 \ucf58\ud150\uce20 \uae30\uc900\uce58<\/h2>\n\n\n\n

\ubbf8\uad6d\uc758 \uc218\ucd9c \ud1b5\uc81c \uac15\ud654\uc5d0 \ub300\ud55c \ub300\uc751\uc73c\ub85c, \ubca0\uc774\uc9d5\uc740 \ubbfc\uac04 \uae30\uc220 \ubcf4\uc870\uae08\uc5d0\uc11c \uc870\ub2ec \uaddc\uc728 \uac15\ud654<\/strong>.<\/p>\n\n\n\n

\uacf5\uc2dd\uc801\uc778 \ubc95\uaddc\uac00 \ubc1c\ud45c\ub418\uc9c0\ub294 \uc54a\uc558\uc9c0\ub9cc, \uc0c8\ub85c\uc6b4 \ud30c\uc6b4\ub4dc\ub9ac \uc6a9\ub7c9\uc774\ub098 \ud655\uc7a5\ub41c \ud074\ub9b0\ub8f8 \uacf5\uac04\uc5d0 \ub300\ud55c \uc2e0\uccad\uc11c\ub97c \uac80\ud1a0\ud558\ub294 \uc8fc \uaddc\uc81c \ub2f9\uad6d\uc740 \ub2e4\uc74c\uacfc \uac19\uc740 \uc99d\uac70\ub97c \uc694\uad6c\ud558\uace0 \uc788\ub2e4. \ud574\ub2f9 \uc870\ub2ec \uc785\ucc30\uc758 \ucd5c\uc18c 50%<\/strong> \uad6d\ub0b4 \uacf5\uad6c \uc81c\uc870\uc5c5\uccb4\ub85c \uac11\ub2c8\ub2e4.<\/sup><\/p>\n\n\n\n

\u250c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2510\n\u2502                        Beijing's Fab Approval Pipeline                 \u2502\n\u251c\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2524\n\u2502  [Fab Expansion Plan] \u2794 [State Approval Tender Check]                  \u2502\n\u2502                             \u2502                                          \u2502\n\u2502                             \u251c\u2500\u2500 50%+ Local WFE \u2794 APPROVED              \u2502\n\u2502                             \u2514\u2500\u2500 < 50% Local WFE \u2794 REJECTED \/ REVISED   \u2502\n\u2502                                 (Exceptions granted for advanced nodes)\u2502\n\u2514\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2500\u2518\n<\/code><\/pre>\n\n\n\n
\n
\uaddc\uc81c\uc801 \ub258\uc559\uc2a4<\/strong> 50% \uae30\uc900\uce58\ub294 \uc0c1\ud55c\uc120\uc774 \uc544\ub2cc \ud558\ud55c\uc120 \uc5ed\ud560\uc744 \ud569\ub2c8\ub2e4. \uaddc\uc81c \ub2f9\uad6d\uc740 \ud604\uc9c0 \ub300\uccb4\ud488\uc774 \uc5c6\ub294 \ucca8\ub2e8 \ub178\ub4dc\uc5d0 \ub300\ud574\uc11c\ub294 \uc720\uc5f0\uc131\uc744 \ud5c8\uc6a9\ud558\uc9c0\ub9cc, \ub2e4\uc74c\uc758 \uacbd\uc6b0\uc5d0\ub294 \uc774 \uaddc\uce59\uc744 \uc5c4\uaca9\ud558\uac8c \uc801\uc6a9\ud569\ub2c8\ub2e4. \ub808\uac70\uc2dc \ub178\ub4dc (28nm \ubc0f \uadf8 \uc774\uc0c1)<\/strong>.<\/p>\n<\/blockquote>\n\n\n\n
2. \ubd80\ubb38\ubcc4 \uc131\uacfc: \uc2dd\uac01 \uae30\uc220\uc758 \ud601\uc2e0\uacfc \ub9ac\uc18c\uadf8\ub798\ud53c\uc758 \ubcd1\ubaa9 \ud604\uc0c1<\/h2>\n\n\n\n
China’s semiconductor toolmakers are not advancing at an equal pace across the Wafer Fab Equipment (WFE) spectrum.<\/p>\n\n\n\n
\ub3c4\uad6c \uce74\ud14c\uace0\ub9ac<\/strong><\/td>\ud575\uc2ec \uc9c0\uc5ed \ucc54\ud53c\uc5b8<\/strong><\/td>\uad6d\ub0b4 \uad50\uccb4 \ud604\ud669<\/strong><\/td>\uae00\ub85c\ubc8c \ub3d9\uc885 \uc5c5\uacc4 \ub300\ube44 \uae30\uc220 \uaca9\ucc28<\/strong><\/td><\/tr><\/thead>
Etching & Cleaning<\/strong><\/td>NAURA Technology, AMEC<\/td>\ub192\uc74c (~50-60%)<\/strong><\/td>\uae09\uc18d\ud788 \ucd95\uc18c \uc911; 7nm \uacf5\uc815\uc5d0\uc11c \ud14c\uc2a4\ud2b8 \uc9c4\ud589 \uc911<\/td><\/tr>
\ubc15\ub9c9 \uc99d\ucc29<\/strong><\/td>\ub098\uc6b0\ub77c, \ud30c\uc774\uc624\ud14d<\/td>\uc911\uac04 \uc218\uc900 (~35-45%)<\/strong><\/td>PVD\/CVD \uac15\uc810, ALD\ub294 \ubc1c\uc804 \uc911<\/td><\/tr>
CMP & Metrology<\/strong><\/td>\ud654\uce6d, \uc2a4\uce74\uc774\ubc84\uc2a4<\/td>\uc911\uac04 \uc218\uc900 (~30-40%)<\/strong><\/td>\uae30\uc874 \ud504\ub85c\uc138\uc2a4\uc5d0 \uc801\uc6a9 \uac00\ub2a5<\/td><\/tr>
\ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c<\/strong><\/td>SMEE (\uc0c1\ud574 \ub9c8\uc774\ud06c\ub85c)<\/td>Low (< 10%)<\/strong><\/td>15\ub144 \ucc28\uc774<\/strong> (ASML\uc758 EUV\/\uace0\uac1c\uad6c\uc218 DUV \uc2dc\uc7a5 \uc8fc\ub3c4\uad8c)<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
\ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c\uc758 \ubcd1\ubaa9 \ud604\uc0c1<\/h3>\n\n\n\n
NAURA\ub294 SMIC \uc0dd\uc0b0 \ub77c\uc778\uc5d0\uc11c \uace0\uae09 \uc5d0\uce6d \ud234\uc744 \uc131\uacf5\uc801\uc73c\ub85c \uac80\uc99d\ud558\ub294 \ub3d9\uc548, \ud3ec\ud1a0\ub9ac\uc18c\uadf8\ub798\ud53c\ub294 \uc5ec\uc804\ud788 \uc544\ud0a4\ud14d\ucc98\uc0c1\uc758 \uc8fc\uc694 \ucde8\uc57d\uc810\uc73c\ub85c \ub0a8\uc544 \uc788\ub2e4<\/strong>.<\/sup> SMEE’s domestic DUV scanners lag ASML’s cutting-edge immersion systems by roughly a decade and a half in terms of yield, throughput, and overlay precision.<\/p>\n\n\n\n
3. \uc7ac\ubb34\uc801 \ud638\uc7ac: \u2018\ube45 \ud380\ub4dc\u2019 3\ub2e8\uacc4 \ubc0f \uc124\ube44\ud22c\uc790 \uc7ac\ud3b8<\/h2>\n\n\n\n
\ucd08\uae30 \ub2e8\uacc4\uc758 \uad6d\ub0b4 \uc7a5\ube44\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ube44\ud6a8\uc728\uc131\uacfc \uc218\ud655\ub7c9 \uc190\uc2e4\uc744 \uc0c1\uc1c4\ud558\uae30 \uc704\ud574, \ubca0\uc774\uc9d5\uc740 Third Phase of the National Integrated Circuit Industry Investment Fund (“Big Fund III”)<\/strong> 2024\ub144 \uc911\ubc18\uc5d0 3,440\uc5b5 \uc704\uc548 (1\uc870 4,490\uc5b5)<\/strong> \ub4f1\ub85d \uc790\ubcf8\uae08.<\/sup><\/p>\n\n\n\n
Capital Injection: $49 Billion (Big Fund III)\n    \u251c\u2500\u2500 Subsidizing Local WFE R&D (NAURA, AMEC, SMEE)\n    \u251c\u2500\u2500 Offsetting Yield Losses for Domestic Fabs\n    \u2514\u2500\u2500 Funding Massive Legacy Capacity (28nm \/ 40nm \/ 65nm)\n<\/code><\/pre>\n\n\n\n
\ub9c9\ub300\ud55c \uc790\ubcf8 \ubc30\ubd84\uc774 \uc911\uad6d \ud30c\uc6b4\ub4dc\ub9ac \uc5c5\uccb4\ub4e4\uc774 \uc11c\uad6c \uc7a5\ube44\uc5d0\uc11c \ubc97\uc5b4\ub098\ub294 \uc804\ud658 \uacfc\uc815\uc5d0\uc11c \ubc1c\uc0dd\ud558\ub294 \ub354 \ub192\uc740 \uc6b4\uc601 \ube44\uc6a9\uacfc \ub0ae\uc740 \uc6e8\uc774\ud37c \uc218\uc728\uc744 \ud761\uc218\ud560 \uc218 \uc788\uac8c \ud574\uc900\ub2e4.<\/p>\n\n\n\n
4. \uc11c\ubd80 \uc8fc\uc694 \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uae30\uc5c5 (AMAT, LRCX, KLAC, ASML)\uc5d0 \ub300\ud55c \uc601\ud5a5<\/h2>\n\n\n\n
\uc5ed\uc0ac\uc801\uc73c\ub85c \uc911\uad6d\uc740 \uc11c\uad6c \uc8fc\uc694 \uc7a5\ube44 \uc81c\uc870\uc0ac\ub4e4\uc758 \ucd1d \ub9e4\ucd9c\uc5d0\uc11c 30%\uc5d0\uc11c 45%\ub97c \ucc28\uc9c0\ud574 \uc654\ub2e4. \uac15\uc81c \uc2dc\ud589\ub41c 50% \uad6d\ub0b4 \uc0dd\uc0b0 \uc758\ubb34\ud654\ub294 \uad6c\uc870\uc801\uc778 \uc5ed\ud48d\uc744 \ucd08\ub798\ud558\uace0 \uc788\ub2e4:<\/p>\n\n\n\n
    \n
  1. \ub808\uac70\uc2dc \ub178\ub4dc\uc758 TAM \ucd95\uc18c<\/strong> \ub808\uac70\uc2dc \ud339\uc5d0\uc11c \ube44\uc81c\ud55c \ub3c4\uad6c\uc5d0 \ub300\ud55c \uacc4\uc57d\uc744 \uc11c\uad6c \ud50c\ub808\uc774\uc5b4\uac00 \ub354 \uc774\uc0c1 \uc790\ub3d9\uc73c\ub85c \uc774\uae30\uc9c0 \ubabb\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n
  2. \ub9e4\ucd9c \ucd1d\uc774\uc775\ub960 \ud558\ub77d<\/strong> \uace0\ub9c8\uc9c4 \uc911\uad6d \ud310\ub9e4\ub7c9 \uac10\uc18c\ub294 \uc5c5\uacc4 \uc804\ubc18\uc758 \ud3c9\uade0 \ucd1d \ub9c8\uc9c4\uc5d0 \ubd80\ub2f4\uc744 \uc904 \uac83\uc785\ub2c8\ub2e4.<\/li>\n\n\n\n
  3. 2\ucc28 \uc2dc\uc7a5 \ubcc0\ub3d9<\/strong> \uc218\uc694\uac00 \uc644\uc81c\ud488 \ud310\ub9e4\uc5d0\uc11c \uc608\ube44 \ubd80\ud488, \uc11c\ube44\uc2a4, \uc9c0\uc5ed\ud654\ub41c \uc720\uc9c0\ubcf4\uc218\ub85c \uc774\ub3d9\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n
    5. My Take: Investor Outlook & Western WFE Portfolio Matrix<\/h2>\n\n\n\n
    The “Dual-Track” Market Structure<\/h3>\n\n\n\n
    \uc790\ubcf8 \uc2dc\uc7a5 \uad00\uc810\uc5d0\uc11c \ubcfc \ub54c, \ubc18\ub3c4\uccb4 \uc7a5\ube44 \uc0b0\uc5c5\uc740 \ub450 \uac00\uc9c0 \ub69c\ub837\ud558\uac8c \uad6c\ubd84\ub418\ub294 \uc601\uc5ed\uc73c\ub85c \ub098\ub258\uace0 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n
      \n
    1. \uace0\uae09 \ub178\ub4dc \uad6c\uccb4 (\ubbf8\uad6d\/\ub3d9\ub9f9\uad70):<\/strong> AI \uac00\uc18d\uae30, GAA \uc544\ud0a4\ud14d\ucc98, \uace0\uac1c\uad6c\uc218(High-NA) EUV \ub9ac\uc18c\uadf8\ub798\ud53c\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4.<\/li>\n\n\n\n
    2. \ub808\uac70\uc2dc \ubcfc\ub968 \uc2a4\ud53c\uc5b4 (\uc911\uad6d):<\/strong> \uc131\uc219 \uacf5\uc815(28nm\/40nm\/65nm)\uc5d0\uc11c\uc758 \ub9c9\ub300\ud55c \uc124\ube44 \ud22c\uc790, \uad6d\uace0 \ubcf4\uc870\uae08\uc758 \ud070 \uc9c0\uc6d0, \uadf8\ub9ac\uace0 \uad6d\ub0b4 \uc7a5\ube44\uc5c5\uccb4(NAURA, AMEC)\uc5d0 \uc758\ud55c \uc810\uc99d\ud558\ub294 \uace0\ucc29\ud654\uac00 \ud2b9\uc9d5\uc785\ub2c8\ub2e4.<\/li>\n<\/ol>\n\n\n\n
      \ud83d\udcca \uc11c\uad6c WFE \uc2a4\ud1a1 \ub9e4\ud2b8\ub9ad\uc2a4: AI\/\uc11c\ube0c 3nm \ub178\ucd9c vs. \uc911\uad6d \ub9ac\uc2a4\ud06c<\/h3>\n\n\n\n
      To navigate Beijing’s 50% domestic content mandate, investors must reallocate capital toward Western WFE majors whose revenue drivers are structurally tied to 3\ub098\ub178\ubbf8\ud130 \uc774\ud558 GAA \ub178\ub4dc \ubc0f AI \ud328\ud0a4\uc9d5<\/strong>, \uc131\uc219\ud55c \ub178\ub4dc\ub97c \ud1b5\ud55c \uc911\uad6d \uc2dc\uc7a5 \ud655\uc7a5\ubcf4\ub2e4\ub294.<\/p>\n\n\n\n
      \ud68c\uc0ac \uc774\ub984 (\ud2f0\ucee4)<\/strong><\/td>Primary Advanced Catalyst (<3nm \/ AI)<\/strong><\/td>\uc911\uad6d \uc720\uc0b0 \ub178\ucd9c \uc704\ud5d8<\/strong><\/td>\uc804\ub7b5\uc801 \ud22c\uc790 \uc2a4\ud0e0\uc2a4<\/strong><\/td><\/tr><\/thead>
      ASML \ud640\ub529(ASML)<\/strong><\/td>Monopoly in EUV & High-NA EUV required for <3nm GAA and advanced foundry nodes.<\/td>\ub0ae\uc74c<\/strong> (\uc911\uad6d\uc5d0\uc11c\ub294 \uc774\ubbf8 EUV \uc0ac\uc6a9\uc774 \uae08\uc9c0\ub41c \uc0c1\ud0dc\uc774\uba70, TSMC, \uc778\ud154, \uc0bc\uc131\uc804\uc790\uac00 \uc131\uc7a5\uc744 \uc8fc\ub3c4\ud558\uace0 \uc788\ub2e4).<\/td>\ucd5c\uc6b0\uc218 \ucd94\ucc9c \uc885\ubaa9 (\ub9e4\uc218)<\/strong><\/td><\/tr>
      KLA Corporation (KLAC)<\/strong><\/td>Near-monopoly in process control and defect inspection vital for complex <3nm yield management.<\/td>\ubcf4\ud1b5<\/strong> (\uc218\uc728 \uad00\ub9ac \ub3c4\uad6c\ub294 \ubaa8\ub4e0 \uc9c0\uc5ed\uc758 \ud339\uc5d0\uc11c \ud544\uc218\uc801\uc785\ub2c8\ub2e4).<\/td>\ub192\uc740 \ud655\uc2e0 (\ube44\uc911 \ud655\ub300)<\/strong><\/td><\/tr>
      \uc5b4\ud50c\ub77c\uc774\ub4dc \uba38\ud2f0\ub9ac\uc5bc\uc988<\/strong><\/td>\uc7ac\ub8cc \uacf5\ud559, GAA \ubc30\uc120 \ubc0f \uc774\uc885 AI \ud328\ud0a4\uc9d5 \ubd84\uc57c\uc5d0\uc11c \uc120\ub3c4\uc801\uc778 \uc704\uce58\ub97c \ucc28\uc9c0\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/td>\ub192\uc740<\/strong> (\uc131\uc219\ud55c \uc99d\ucc29\/\uc5d0\uce6d \ubd84\uc57c\uc5d0\uc11c NAURA\ub85c\ubd80\ud130 \uc9c1\uc811\uc801\uc778 \ub300\uccb4 \uc555\ub825\uc744 \ubc1b\uace0 \uc788\ub2e4).<\/td>\uc120\ud0dd\uc801 \ubc30\ubd84 (\uc911\ub9bd \/ \ube44\uc911 \ud655\ub300)<\/strong><\/td><\/tr>
      \ub7a8 \ub9ac\uc11c\uce58(LRCX)<\/strong><\/td>300L \uc774\uc0c1\uc758 3D \ub0b8\ub4dc \ubc0f GAA \ud328\ud130\ub2dd\uc744 \uc704\ud55c \uace0\uc885\ud6a1\ube44 \uc2dd\uac01 \uc2dc\uc7a5 \uc120\ub3c4 \uae30\uc5c5.<\/td>\ub192\uc740<\/strong> (\uc5d0\uce6d \uc7a5\ube44\ub294 \uc911\uad6d\uc758 \ub0b4\uc218 \ub300\uccb4 \uc2dc\uc7a5\uc758 \uc8fc\uc694 \ub300\uc0c1\uc785\ub2c8\ub2e4.).<\/td>\uc120\ud0dd\uc801 \ubc30\uc815 (\uc911\ub9bd)<\/strong><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \ud22c\uc790\uc790\ub97c \uc704\ud55c \uc804\ub7b5\uc801 \uc870\uce58<\/h3>\n\n\n\n
        \n
      • \uc11c\uad6c WFE \ubc30\uc218\uc5d0 \ub300\ud55c \ub2e8\uae30~\uc911\uae30\uc801 \uc704\ud5d8:<\/strong> \ubd84\uc11d\uac00\ub4e4\uc740 \ubbf8\uad6d \ubc0f \uc720\ub7fd\uc758 WFE \uacf5\uae09\uc5c5\uccb4\uc5d0 \ub300\ud55c \uc7a5\uae30 \ub9e4\ucd9c \uc131\uc7a5 \ubaa8\ub378\uc744 \uc7ac\uc870\uc815\ud574\uc57c \ud55c\ub2e4. \uc911\uad6d\uc774 \uc55e\uc73c\ub85c\ub3c4 \uacc4\uc18d\ud574\uc11c 35%+ \uc218\uc900\uc758 \ub9e4\ucd9c \uae30\uc5ec\ub3c4\ub97c \uc720\uc9c0\ud560 \uac83\uc774\ub77c\ub294 \uac00\uc815\uc740 \ub354 \uc774\uc0c1 \ud604\uc2e4\uc801\uc774\uc9c0 \uc54a\ub2e4.<\/li>\n\n\n\n
      • '\ub808\uac70\uc2dc \ub178\ub4dc \uacfc\uc789' \uc601\uc0c1 \ubcf4\uae30:<\/strong> China’s aggressive expansion in legacy capacity\u2014driven by domestic equipment mandates\u2014could create a global oversupply of mature-node chips (automotive, industrial, power management) by late 2026 or 2027.<\/li>\n\n\n\n
      • \uacb0\ub860:<\/strong> Beijing’s 50% local content mandate is not a temporary tactical maneuver; it is a permanent structural decoupling. Portfolio capital should be concentrated in ASML and KLA<\/strong>, where technical moats in sub-3nm nodes remain impenetrable by domestic Chinese competitors.<\/li>\n<\/ul>","protected":false},"excerpt":{"rendered":"
        IAs WFE Decoupling accelerates due to global export controls, China’s semiconductor sector has entered a new phase with an unwritten…<\/p>","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_post_was_ever_published":false},"categories":[77,8],"tags":[86,89,85,87,88,91,90],"class_list":["post-208","post","type-post","status-publish","format-standard","hentry","category-korea-dram-news","category-stocks-investing","tag-applied-materials","tag-asml","tag-china-semiconductor-localization","tag-naura-technology","tag-semiconductor-sanctions","tag-smee","tag-wafer-fab-equipment-wfe"],"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"","_links":{"self":[{"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/posts\/208","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/comments?post=208"}],"version-history":[{"count":4,"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/posts\/208\/revisions"}],"predecessor-version":[{"id":212,"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/posts\/208\/revisions\/212"}],"wp:attachment":[{"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/media?parent=208"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/categories?post=208"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/money-login.com\/ko\/wp-json\/wp\/v2\/tags?post=208"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}