equipment spending

Bernstein Research Report – China’s Semiconductor Equipment Spending Resilience Exceeds Expectations: The Dual Logic of AI Drive and Domestic Substitution

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Bernstein Research Report - China's Semiconductor Equipment Spending Resilience Exceeds Expectations: The Dual Logic of AI Drive and Domestic Substitution

The latest Bernstein research report reveals that the spending on wafer fab equipment (WFE) in China shows strong resilience. The report indicates that China’s semiconductor equipment spending continues to exceed expectations, projected to reach $48 billion by 2025 (an increase of 7% compared to 2024), driven primarily by AI demand, accelerated domestic substitution, and an … Read more

Over 80 Billion! Mainland China’s Semiconductor Equipment Spending Leads Globally | Insights from Chuangxin Haimen Industry

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Over 80 Billion! Mainland China's Semiconductor Equipment Spending Leads Globally | Insights from Chuangxin Haimen Industry

According to data from SEMI and SEAJ, global semiconductor manufacturing equipment spending is projected to reach $33.07 billion in the second quarter of 2025, a 23% increase compared to the second quarter of 2024. Regionally, spending in mainland China is the highest in the second quarter, amounting to $11.36 billion (approximately 810.51 billion RMB), accounting … Read more