IC/Semi has become China's 2nd largest export item by value w/ $159.5B (up 17% YoY, 7.5% of all mechanical/electrical export).
IC remains top import item w/ $385.6B in total value (up 10% YoY)
China's Semi Capex continue to grow to $24.72B in 2024H1, far away highest globally. x.com
IC remains top import item w/ $385.6B in total value (up 10% YoY)
China's Semi Capex continue to grow to $24.72B in 2024H1, far away highest globally. x.com
2024 saw huge growth in Chinese WFE imports.
Mostly SME import grew by > 20% vs 2023 as fabs stocked up significantly ahead of new export restrictions.
Lithography import led the way, but Deposition & Etching also increased.
-> Huge growth in Domestic Etch/Deposition WFE sales. x.com
Mostly SME import grew by > 20% vs 2023 as fabs stocked up significantly ahead of new export restrictions.
Lithography import led the way, but Deposition & Etching also increased.
-> Huge growth in Domestic Etch/Deposition WFE sales. x.com
Chinese SMEs saw huge growth 2024.
NAURA saw revenue grow to > $4B (up 150% vs 2022)
It's now 7th largest global SME & continuing to grow > 50% YoY
AMEC saw its revenue grow 45% YoY to 9B RMB w/ >100 LPCVD equipment
Shanghai Shengmei anticipate rev of 6.5-7.1B RMB (up 44-51% YoY)
NAURA delivered > 1000 vertical furnace.
AMEC continue to advance in etching/deposition equipment.
All seeing huge growth.
NAURA saw revenue grow to > $4B (up 150% vs 2022)
It's now 7th largest global SME & continuing to grow > 50% YoY
AMEC saw its revenue grow 45% YoY to 9B RMB w/ >100 LPCVD equipment
Shanghai Shengmei anticipate rev of 6.5-7.1B RMB (up 44-51% YoY)
NAURA delivered > 1000 vertical furnace.
AMEC continue to advance in etching/deposition equipment.
All seeing huge growth.
Growth goes beyond Equipment & Fab capacity/sales.
DingLong reported huge growth in CMP Polishing & Krf/Arf Photoresist sales. Reducing reliance on imports from Japan/possible chokehold.
It continues to increase production from 30t in phase 1 to 300t in phase 2
finance.sina.com.cn
DingLong reported huge growth in CMP Polishing & Krf/Arf Photoresist sales. Reducing reliance on imports from Japan/possible chokehold.
It continues to increase production from 30t in phase 1 to 300t in phase 2
finance.sina.com.cn
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