Patel: China stockpiled lithography at 30-40% of equipment imports
Dylan Patel · Dylan Patel on the AI Chip Race - NVIDIA, Intel & the US Government vs. China · Sep 22, 2025 · at 16:00
Dylan Patel, chief analyst at SemiAnalysis, analyzes Chinese trade import data and semiconductor equipment purchasing patterns ahead of US trade restrictions.
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“China, because they wanted, they sort of, like, wanted to stockpile lithography, and they were worried about the coming ban, they were importing lithography at a much higher rate than that, right? Like, 30, 40% of their equipment imports were lithography, and they were just stockpiling lithography equipment.”
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