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Tim Archer, chief executive of Lam Research, told analysts: “We were recently notified that technology shipment restrictions to China would be expanded for fabs operating below 14nm, and we are prepared to fully comply with this ban and are working with U.S. government cooperation.”

In the past two weeks or so, all U.S. equipment makers have received letters from the Commerce Department asking them not to supply China with equipment used in more advanced chipmaking with 14-nanometer chips, people familiar with the matter told Bloomberg. The Commerce Department has actually rejected many 14-nanometer licenses before, so the change has little financial impact on many companies, they said.

Lam Research executives said they had factored the impact of the U.S. request into their outlook for the September quarter, without elaborating.

KLA CEO Rick Wallace also recently confirmed that his company has also received relevant notifications from the US government, saying that it has no significant impact on KLA's business.