The US has already decreed in the Chips Act that companies taking money under the Act cannot make chips in China more advanced than 28nm for the next ten years – a provision which will affect both TSMC and Intel.
Similarly, the NAND flash limitation to 128 layers would hit foreign companies manufacturing in China as well as Chinese companies.
So it would apply, not only to Yangtze Memory but also to Samsung’s two Chinese NAND fabs and to the Intel fab which Hynix is in the process of buying.
