<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

中國要求芯片製造商在產能擴張中使用至少 50% 的國產設備。這個要求已傳達給尋求國家批准的公司，導致公司更傾向於選擇本地供應商而非外國供應商，即使有外國選項可用。像拉姆研究這樣的公司正在被國內公司如納爾科技部分取代。中國駐美國大使館尚未確認該報告，但強調了中國在技術自給自足和創新方面的承諾

更新：市場傳聞：中國要求芯片製造商在擴充產能時至少使用 50% 的國產設備