Kosuke Shimizu / Nikkei Asia:

China accounts for 40%+ of sales at Applied Materials and Lam Research, as they boost shipments of legacy chipmaking equipment not targeted by US export curbs  —  Applied Materials, Lam Research ship legacy products not targeted by export curbs  —  PALO ALTO, California …

Kosuke Shimizu / Nikkei Asia:

China accounts for 40%+ of sales at Applied Materials and Lam Research, as they boost shipments of legacy chipmaking equipment not targeted by US export curbs  —  Applied Materials, Lam Research ship legacy products not targeted by export curbs  —  PALO ALTO, California …

Source: TechMeme
Source Link: http://www.techmeme.com/240713/p2#a240713p2