AMEC (Advanced Micro-Fabrication Equipment Inc. China) Risk Report

⚖️ Legal & Regulatory

AMEC has faced significant legal and regulatory challenges, particularly due to its designation as a "military company" by the U.S. and subsequent sanctions. The company has taken legal actions to be removed from these classifications, resulting in complex litigation efforts. These developments have influenced AMEC's market dynamics and operational strategies, as the company navigates international regulatory environments. Key legal outcomes, such as removal from blacklists, have positively impacted their market positioning.

• AMEC was removed from the U.S. Pentagon’s “military company” list 🗓 on December 18, 2024, after pursuing legal actions.
• Shares of AMEC surged after being successfully removed from the U.S. blacklist 🗓 on December 17, 2024.
• AMEC filed lawsuits against the U.S. Department of Defense over its "military company" label 🗓 on August 16, 2024.

📜 Innovation & R&D

AMEC continues to emphasize innovation and R&D in its strategic operations. The company has been actively engaged in expanding its chipmaking capabilities, aiming to localize tool production and reduce dependency on U.S. technologies. These efforts have resulted in substantial growth in their plasma etching segment and plans to increase their semiconductor equipment reach globally. AMEC is positioning itself as a leader in the semiconductor industry with a focus on local innovation.

• AMEC announced a 50% CAGR in plasma etching and advancements in 5nm chipmaking without EUV technology 🗓 on June 3, 2025.
• The company reported a 44% revenue increase while dedicating resources to developing over 20 new equipment 🗓 on February 27, 2025.
• AMEC shipped its first Primo Menova tool, showcasing a 94% surge in R&D investment 🗓 on June 26, 2025.