japanese media: china purchased more than us$25 billion in chip equipment in the first half of the year
2024-09-04
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japan's nikkei asian review, september 2, article, original title: china's purchase of chip manufacturing tools (expenditure) exceeds the total of south korea, taiwan and the united statesthe semiconductor equipment and materials international (semi) said that in the context of vigorously promoting the localization of chip supply and reducing the risk of further export restrictions from the west, china's spending on chip manufacturing equipment in the first half of this year exceeded the total of south korea, taiwan and the united states.
china is the world's largest market for semiconductor equipment, with spending on chipmaking tools hitting a record $25 billion in the first six months of this year, according to semi data. china maintained its strong spending momentum in july and is on track to set another full-year record.
semiconductor equipment investment is an important indicator of future market demand and a barometer of industry prospects. china is also expected to become the largest investor in the construction of new chip factories (including related equipment), with total annual spending expected to reach us$50 billion. semi expects that due to the localization trend of semiconductor production, annual related spending in southeast asia, the united states, europe and japan will increase significantly by 2027.
"we see china continuing to buy all the equipment for its new mature node chip manufacturing facilities. concerns about potential further restrictions (export controls) have also prompted them to buy more equipment in advance," said ruiyu zeng, senior director of market intelligence at semi. zeng said china's record investment in chip production equipment is driven not only by top chipmakers such as smic, but also by the growth momentum of small and medium-sized chipmakers. he said: "at least a dozen second-tier chipmakers are also actively buying new tools. this has jointly driven china's overall spending."
china was the only country to see continued year-on-year growth in spending on chipmaking equipment in the first half of this year amid a global economic slowdown. spending on chipmaking equipment in places like south korea and north america declined compared with the same period last year.
china is the largest source of revenue for top chip manufacturing equipment suppliers. the latest quarterly financial reports released by applied materials, lam research and kla-tencor show that the chinese market contributed 44% of the revenue of applied materials, lam research and kla-tencor. for tokyo electron of japan and asml of the netherlands, the contribution of the chinese market is even greater. information disclosed by the two companies shows that revenue in china accounted for 49.9% and 49% of their second fiscal quarter revenue respectively. (author cheng tting-fang et al., translated by chen xin)
