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Market uncertainties plus China sanctions
SMIC will have problems making chips using sub-40nm nodes if the U.S. imposes new sanctions against China.
U.S. curbs against Chinese semiconductor sector will cost Applied Materials around 10% of revenue.
YMTC loses access to spare parts and services from American and European chip toolmakers.
The whole industry suffers as U.S. restrictions on China's semiconductor industry get more severe.
U.S. government targets YMTC, Samsung, SK Hynix to protect American 3D NAND makers.
The U.S. Government is looking to weaken China's ability to grow in the semiconductor industry by banning exports of tools used to make logic chips smaller than 14nm.
U.S. mulls to restrict SMIC's access to equipment used for 14nm process technology.
