Re: Also Microsoft
Wow that's really going to screw over Applied Materials. Looking at their kit, I can see Oxford Instruments is a player, at least for the kit I chose to do an alternate source on (PECVD).
It doesn't look impossible for the Chinese to solve, just a real annoyance. I guess they'll buy up OXIG:LSE.
https://plasma.oxinst.com/home/our-facility
Edit: Looks like Oxford Instruments kit is used to make Huawei's Laser face scan chip, so they already have a relationship.