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Big China orders could be 'poisonous honey' to Taiwan IC supply chain players

While China is moving at full throttle toward the domestic substitution goal for semiconductor equipment and materials, Chinese customers are also frantically placing orders or seeking cooperation with Taiwanese suppliers. This, however, may put the suppliers at stake in the long run as they could be eliminated from the supply chain in China once domestic Chinese manufacturers grow mature, according to supply chain sources.
While China Advanced Micro Fabrication Equipment Hips Components East Asia Hua Hong Semiconductor C Manufacturing

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