<div id="readability-page-1">04:09 AM EST, 12/31/2025 (MT Newswires) -- (Updates with response from the Chinese embassy in Washington in the fifth paragraph.)China is requiring chipmaking companies to use at least 50% locally made equipment for capacity expansion, Reuters reported Tuesday, citing three people familiar with the matter.Relevant authorities have recently informed chipmakers that are seeking state approval to build or expand capacity that they must prove via procurement tenders that at least 50% of their equipment will be made in China, the unnamed sources told the news agency.The requirement is resulting in Chinese manufacturers choosing domestic suppliers even in areas where foreign equipment from markets such as the US is available, according to the report.Non-Chinese firms like Lam Research ( LRCX ) had predominantly supplied advanced etching tools in China, but those firms are now being partially replaced by Naura and smaller rival Advanced Micro-Fabrication Equipment, Reuters reported, citing unnamed sources.A spokesperson for the Chinese embassy in the US told MT Newswires in an e-mailed statement that &#34;I am not aware of the incident mentioned in the report. I want to emphasize that in a drive to build greater scientific and technological strength, China has successfully embarked on a path of self-reliance and independent innovation with distinctive Chinese features.&#34;Lam Research ( LRCX ) didn't respond to MT Newswires' request for comment.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.) MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</div>

拉姆研究

中国要求芯片制造商在产能扩张中使用至少 50% 的国产设备。这个要求已传达给寻求国家批准的公司，导致公司更倾向于选择本地供应商而非外国供应商，即使有外国选项可用。像拉姆研究这样的公司正在被国内公司如纳尔科技部分取代。中国驻美国大使馆尚未确认该报告，但强调了中国在技术自给自足和创新方面的承诺

更新：市场传闻：中国要求芯片制造商在扩充产能时至少使用 50% 的国产设备