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![kyleichan Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::210702531.png) Kyle Chan [@kyleichan](/creator/twitter/kyleichan) on x 33.3K followers
Created: 2025-07-18 08:13:29 UTC

Highlights:

- Of the global top XX semiconductor equipment makers, X are now Chinese

- Chinese firms only have X% of global market share for older gen lithography machines

- SME industry is consolidating due to scale. But Chinese firms are not, due to state support like China’s Big Fund

- China measures its progress for semiconductor industrial policy in decades, not years. Need to think about near- and long-term implications of US chip policy.

Super interesting discussion!

Full video:

![](https://pbs.twimg.com/card_img/1943678485882380288/hGyq_QHX?format=jpg&name=800x419)

XXXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946121131418693692/c:line.svg)

**Related Topics**
[china](/topic/china)
[$0981hk](/topic/$0981hk)
[chan](/topic/chan)
[$amat](/topic/$amat)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/kyleichan/status/1946121131418693692)