Hello, this is China Deep Dive. We have all the information you need to know about China at present. Today’s topic is:Japan has delivered a major blow to China’s semiconductor industry.Following rising tensions over Taiwan, Japan has begun withdrawing its photoresist operations from mainland China — a critical material for chip manufacturing that Japan dominates with over 70% global market share and 100% of EUV-grade photoresist.As Japanese giants like Shin-Etsu Chemical, JSR, Canon, Nikon, Tokyo Ohka Kogyo, and Mitsubishi Chemical suspend supplies and tighten service access, China’s wafer fabs face mounting pressure. Industry insiders warn that without Japanese photoresist and DUV spare parts, China’s semiconductor production could fall five to ten years behind.Meanwhile, despite Beijing’s warnings against traveling to Japan, Chinese tourists continue to flock to Tokyo, Osaka, and Kyoto — even creating a tourism boom that benefits local businesses and strengthens ties between Japan and Taiwan.In this video, we break down:🔹 How Japan controls the global photoresist market🔹 Why China depends heavily on Japan for lithography technology🔹 The impact of Japan’s new export controls on 42 Chinese tech firms🔹 The surprising tourism trend contradicting Beijing’s warnings🔹 Why analysts say the semiconductor “iron triangle” (U.S.–Japan–Netherlands) is tightening🔹 Why China’s $42 billion “Big Fund” failed to solve its bottlenecksThis geopolitical and technological clash is reshaping East Asia — and the global chip supply chain.Yo
