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The amended Export Trade Control Order pulls 23 specific equipment categories under METI prior-licence requirements. Categories cover the four areas where Japanese tool-makers have global market share:
1. Lithography — ArF immersion + KrF + EUV-mask-related equipment (Nikon, Canon). 2. Deposition — CVD/ALD/PVD systems used at advanced nodes (Tokyo Electron, Hitachi Kokusai, Kokusai Electric). 3. Etch + cleaning — high-aspect-ratio dry-etch and advanced wet-cleaning (Tokyo Electron, SCREEN). 4. Inspection + metrology — advanced wafer / mask inspection (Lasertec, Hitachi High-Tech).
Licensing model: case-by-case for "controlled destinations" (implicitly China), general licences for non-controlled. The Foreign Direct Product (FDP) extra-territorial reach is more limited than US BIS — Japanese export controls bind on items shipped from Japan, not foreign-made items containing Japanese components.
collectively ~25-30% of global wafer-fab equipment market. Combined with Lam, Applied Materials, KLA (US) and ASML (Netherlands), the trilateral controls cover >85% of the global semi-equipment market. The closure of the regulatory perimeter is the meaningful step.
than the US one: it covers advanced-node tooling but does NOT extend to foundational tools or pre-2022 equipment vintages. SMIC and YMTC could still source legacy equipment from Japanese suppliers in 2023-2024.
US-Japan-Netherlands trilateral agreement was followed by Japan's March 2023 controls and the Netherlands' June 2023 DUV licensing. Each country's measure was technically independent but the timing makes the coordinated structure clear.
revenue impact in subsequent quarterly results — China was ~30% of TEL's revenue in FY22 and dropped over FY23-25.
China; the trilateral coordination was cited explicitly in Dutch government messaging.
Research) gained share at lower-end tool categories but cannot substitute at advanced-node levels.
US-Japan-Netherlands chip-equipment regime; 2022-10-07-us-bis-advanced-ai-chip-controls-china is the first; the Netherlands DUV controls (filed separately, when the IPTM register expands) is the third.
control coverage for additional EUV-related items aligned with Dutch additions. Track as separate filings as primary Japanese sources confirm.
licence approvals is opaque (not published). Tracking Japanese semi-equipment export volumes to China via JFTC trade statistics is the available proxy.