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AMEC SUPPLY CHAIN TRACE

EQUIPMENT🇨🇳 China · 688012 · STAR

AMEC (Advanced Micro-Fabrication Equipment Inc. China) is Shanghai's leading plasma-etch tool maker, founded in 2004 by ex-Applied Materials engineer Yin Zhiyao. Its etch tools are qualified across SMIC's fabs (800+ tools purchased) and, notably, in TSMC's advanced-node lines. AMEC was briefly placed on the Pentagon's list of "Chinese military companies" in 2024 before successfully suing to have the designation rescinded, and it lost Validated End-User trade privileges in a December 2024 US rule.

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AMEC

China's leading etch-tool maker; SMIC has purchased 800+ AMEC tools; its CCP etch tools are also qualified in TSMC's 5nm/7nm volume lines; Commerce Entity Listed Jan 2024, though removed from the Pentagon's separate military-company list Dec 2024

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Forms China's domestic "Big Three" equipment makers with NAURA and ACM Research (~45-50% of the domestic equipment market)
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↓ AMEC supplies to ↓

SMIC

China's largest foundry; capped at 14nm without EUV access; Entity Listed 2020

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FOUNDRIESsupplies etch tools to

Hua Hong Semiconductor

One of the world's largest mature-node foundries (55nm-350nm analog/power/embedded-NVM), dual-listed HKEX and Shanghai STAR; absorbing sister fab Huali (~RMB 8.27B deal, ~38,000 wafers/month) in 2026 as China consolidates legacy-node capacity

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FOUNDRIESsupplies etch tools to

TSMC

World's largest contract chip manufacturer

Chokepoint🇹🇼
FOUNDRIESsupplies etch tools to (qualified at 65nm-and-below volume lines)

DOWNSTREAM — CUSTOMERS

About this company

QWhat is AMEC's role in the AI chip supply chain?

China's leading etch-tool maker; SMIC has purchased 800+ AMEC tools; its CCP etch tools are also qualified in TSMC's 5nm/7nm volume lines; Commerce Entity Listed Jan 2024, though removed from the Pentagon's separate military-company list Dec 2024

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