Since the start of 2026, sustained demand from AI and high-performance computing (HPC) has kept global semiconductor equipment financing highly active. In China, under the push for supply chain self-reliance, localization is accelerating across high-end bonding tools, automated test equipment (ATE),...

The risks associated with the United States' suppression of China's semiconductor industry and the ongoing tension in China-US relations continue to permeate the supply chain. However, most customers of foundries are adopting a cautious approach, either maintaining a wait-and-see attitude or gradual...