[hkmurakami]

Chipmaking may go inhouse within national borders, but how many companies make Semiconductor Capital Equipment? That's an even more concentrated industry than the chip industry itself. The top 10 companies in the industry represent 90% of the market share by revenue, and 9 out of 10 are based in the US or Japan. (1 is Dutch) The trend would dictate further export controls upstream.

https://seekingalpha.com/article/4053221-top-10-semiconducto...

[bogomipz]

What is "Semiconductor Capital Equipment"? I looked at your link but there didn't seem to be a reference to that term.

[20after4]

The industrial machines and tooling for manufacturing semiconductors. Some is generic but a lot of that equipment is very specialized.