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2024-08-28

[News] Japan’s Chip Equipment Sales Hit Record High This Year, with 23.6% YoY Growth in July

According to data released by the Semiconductor Equipment Association of Japan (SEAJ) on August 27th, Japan's semiconductor manufacturing equipment sales continue to soar, with July sales up by about 20%, marking four consecutive months of double-digit growth. Sales from January to July reached a hi...

2024-08-09

[News] TEL Raises Full-year Forecast; Nearly 50% of Last Quarter’s Revenue Comes from China

Japanese semiconductor equipment maker Tokyo Electron (TEL) has raised its profit forecast for the fiscal year 2024 (ending March 2025), expecting an operating profit of JPY 627 billion (approximately USD 4.3 billion), an 8% increase from its previous guidance. Tokyo Electron contributed the str...

2024-08-01

[News] US Reportedly Weighs Stricter Limits on AI Memory Access for China

According to a report from Bloomberg, the US is reportedly considering new measures and could unilaterally impose restrictions on China as early as late August. These measures would limit China's access to AI memory and related equipment capable of producing them. Moreover, another report from Re...

2024-07-09

[News] Semiconductor Equipment Sales Soared in Chinese and Japanese Markets

While driving advances in HBM, foundry, and advanced packaging, AI generative applications also boosted the demand and sales of semiconductor equipment. Recently, Japanese semiconductor equipment giant DISCO announced that its non-consolidated (individual) shipments for April to June 2024 amounte...

2024-07-08

[News] Booming GPU and HBM Demand Pushes Japanese Chip Equipment Annual Sales to Record High

With the widespread adoption of AI, the demand for GPUs and high-bandwidth memory (HBM) is soaring. The Semiconductor Equipment Association of Japan (SEAJ) has revised its forecast for sales of Japanese-made semiconductor equipment, predicting that for the first time in history, sales will exceed J...

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