sanctions Archives - BonTech Labs

Illustration of a microchip labeled CHIP and SMIC, a semiconductor wafer, and the Chinese flag in the background, symbolizing China semiconductor progress and domestic lithography stack advancements.

China’s latest chip “breakthrough” is really about building a domestic lithography stack

November 3, 2025 Gavin Bonshor 0

TrendForce reports that Chinese chipmakers and equipment firms are hailing a new “breakthrough” in chip technology that supposedly paves the way for more advanced lithography […]

Display of various HITAI and YMTC storage devices, including SSDs, portable SSDs, and microSD cards, arranged in rows on a black background with the slogan “Eternalize Your Memories” above them—highlighting innovation amid shifting NAND pricing.

YMTC eyes a $40B+ China IPO: what it means for NAND pricing, sanctions workarounds, and China’s memory stack

October 22, 2025 Gavin Bonshor 0

China’s top NAND maker, Yangtze Memory Technologies Co. (YMTC), is weighing a mainland IPO for 2026 at a valuation that could top $40 billion, per […]