June 19, 2025 02:51 AM GMT Semiconductor Production Equipment | Japan Stronger Restrictions on Chip Exports to China and Our SPE Picks Taiwan's Bureau of Foreign Trade, Ministry of Economic Affairs updated the entity list on its website on Jun 14, adding Huawei and SMIC. With possibility of other US allies making similar moves, we focus on Disco and Advantest as they make back-end SPE exposed to relatively little regulatory risk. Key Takeaways Taiwan adds Huawei, SMIC to export control list: Taiwan's Bureau ...