$17.2 billion is 16.7% more than last year.
As reported by TrendForce According to statistics from the relevant Japanese industrial association, in the first seven months of this year, revenue from local chip manufacturing equipment manufacturers grew by 16.7% to a record $17.2 billion. This is even more than was received in the same period in 2022, when demand for such equipment was fueled by a shortage of semiconductor components.
Image source: Tokyo Electron
Apparently, sales of Japanese chip production equipment are being pushed up by two factors at once. Firstly, there is demand for chips for artificial intelligence systems. Secondly, Japanese equipment is being actively purchased by Chinese manufacturers. Although the latter are under US sanctions, Japanese restrictions in this area do not affect their business that much so far, and therefore Chinese chip manufacturers are trying to create a sufficient stock of equipment to provide the national economy with an adequate amount of locally produced products. Moreover, in the future, this may be hampered by new sanctions.
