Chinese online forums and market chatters have recently been engulfed by speculation that Japan may have halted the export of photoresist, a critical material for semiconductor manufacturing exports, to China. Although the Japanese government and major Japanese suppliers have made no public announcements, unverified claims alleging that “Canon, Nikon and Mitsubishi Chemical have suspended photoresist shipments to China” spread rapidly across Chinese social media around November 18 to 19, when Chinese and Japanese officials were holding meetings in Beijing to try to ease the rising political tensions between the two countries.
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