Japan plans to impose export restrictions on 23 types of equipment used to make semiconductors, following similar curbs by the US designed to restrict China’s access to cutting-edge chips in an intensifying battle over the technology.
The move by Japan fulfils its side of a three-way agreement with the US and Netherlands that would significantly curtail China’s ability to import equipment used to produce the most advanced types of semiconductors.
Japan has avoided any formal public reference to that agreement, as geopolitical tensions and US-China decoupling have raised pressure on Japanese companies to work out a strategy that allows them to straddle both markets.
In a press conference on Friday morning, Japan’s trade minister Yasutoshi Nishimura said the controls would cover six categories of equipment used in chipmaking that include the most specialised areas of lithography and etching.
The ministry did not explicitly mention China in its release, but Nishimura said the restrictions were part of Japan’s responsibility as a technological nation to contribute to international peace and stability.
“We do not have one particular country in mind with these measures,” said Nishimura.
However, Japanese officials said the scope of its restrictions went further than those imposed last year by the US. Equipment exporters would need licenses for all regions, giving the ministry oversight on the sale of equipment to third-party countries that could in theory produce high-end chips for military use.
“By expanding the regions that will be covered by the measures, we wanted to address a broader range of risks associated with advanced semiconductor technology,” one of the officials said. “China is not the only risk out there.”
Applied Materials in the US, Dutch group ASML and Japan’s Tokyo Electron globally dominate in equipment for producing the highest-end chips used in supercomputers and artificial intelligence.
The restrictions, which come into effect in July, will affect a broader range of companies than previously expected. People familiar with negotiations previously said the controls would chiefly affect Tokyo Electron and Nikon, but people with knowledge of the measure said the list of affected companies would be roughly 10 and could include blue-chip tech group Advantest.
In January, the Netherlands and Japan reached a deal with the US aimed at cutting off China from the most advanced chips that could be used in sophisticated weaponry and machines, but Japanese and Dutch officials had disclosed few details until this month.
Prior to the January agreement, the US imposed a series of draconian restrictions on the export of chipmaking equipment to China, but officials had said privately that the overall impact of the scheme would only bite if it were matched by similar moves from Japan and the Netherlands.
