China’s tech sector is quietly building its own solutions to one of its biggest challenges, replacing the advanced chipmaking tools that it currently sources from U.S. and European companies. SiCarrier Technologies, a Chinese chip equipment firm closely linked to Huawei, is taking on the formidable task of developing alternatives to critical tools from ASML, Applied Materials, and Lam Research. The company’s efforts are driven by the push to close the gap left by U.S. export controls that have stifled China’s ability to access cutting-edge semiconductor technology.
Backed by the Shenzhen government, SiCarrier is targeting nearly every stage of the chipmaking process. The firm claims to have developed lithography machines capable of producing 28nm chips, a significant milestone. However, commercial viability remains uncertain as the company has yet to demonstrate that its equipment can perform at the scale and reliability needed for mass production. SiCarrier’s aggressive hiring spree signals its ambition, especially as U.S. firms continue to scale back operations in China, leaving a vacuum the company is eager to fill.
CHINA’S HUAWEI-LINKED SICARRIER DEVELOPS ALTERNATIVES TO $ASML TOOLS – NIKKEI
A Chinese chip equipment firm tied to Huawei, SiCarrier Technologies, is quietly working to replace key tools from ASML, Applied Materials, and Lam Research, aiming to close one of China’s biggest tech… pic.twitter.com/MDWv4SqOIU
— Wall St Engine (@wallstengine) March 24, 2025
Chinese chips match Nvidia’s H800 performance, a blow to U.S. chip dominance.
Chinese chips achieve similar results as $NVDA H800 chips
China cannot buy Nvidia chips, so this market is gone for Nvidia
Problem is if other countries can use Chinese chips (likely much cheaper), who will still be buying Nvidia chips 1-2 years down the road? https://t.co/5sUCwsQcDK— David Lee (@DavidLe76335983) March 24, 2025