Bloomberg quoted the data released by the General Administration of Customs this week that from January to July this year, Chinese companies imported nearly $ 26 billion chip manufacturing equipment. This number exceeds the highest value in 2021.

  It is reported that due to the export control measures of cutting -edge semiconductor manufacturing equipment in the United States, Japan, the Netherlands, and other countries, Chinese manufacturers have now turned to purchase low -end semiconductor equipment for making mature crafts chips, which has prompted Japanese TOKYO ELECTRON, the Netherlands ASMC and the United States to the United States The purchase volume of companies such as application materials has increased significantly.

  In 2024, the scale of China's imported semiconductor equipment is still rising. Taking the Netherlands ASML as an example, in the first quarter of 2024, China ’s imports from the Dutch semiconductor equipment reached 2.167 billion US dollars, a significant increase of 290.4%year -on -year.

  In July this year, the Dutch exports of China reached a new high, with an export value of more than 2 billion US dollars, which is the second time since the record. In the second quarter of the Netherlands, sales of China soared by 21%, reaching nearly half of its total revenue, and sales were mainly composed of unlimited old semiconductor equipment systems.

  According to the International Semiconductor Industry Association (SEMI) estimates in June this year, after the output of Chinese chip manufacturers increased by 15%this year, it is expected to increase by 14%in 2025 to reach 10.1 million wafers per month one third.

  SEMI has predicted that global semiconductor equipment sales in 2024 and 2025 will resume growth and reach a record high. Mainland China semiconductor equipment sales account for nearly 30 % of the world.

  In recent years, the United States has tried to attract further tightening restrictions in Japan and the Netherlands to prevent China from making progress in key technical fields such as semiconductors and artificial intelligence, especially the sales that restrict advanced chips and equipment that can make these devices. Therefore, China needs to continue to work hard to achieve higher self -sufficiency goals, especially key manufacturing equipment.

  In the past few years, the self -sufficient rate of Chinese semiconductor equipment has continuously improved, but compared with the global market is still at a low level, there is a large localization space and potential. However, as China Storage/Foundry manufacturers have entered the peak of equipment procurement, domestic key equipment has improved its local supporting capabilities, and growth is expected to accelerate.