中国购买减少，但日本芯片设备卖疯了，谁是最大功臣？

Group 1 - The Japanese semiconductor equipment industry reported impressive sales figures, with March 2025 sales reaching 432.4 billion yen (approximately 22 billion RMB), a year-on-year increase of 18.2%, marking the fifth consecutive month of sales exceeding 400 billion yen [1] - In the first quarter of this year, Japanese chip equipment sales surged by 26.4% year-on-year, totaling 1.26 trillion yen (approximately 64 billion RMB), equating to daily earnings of 14 billion yen (approximately 700 million RMB) [1] Group 2 - The significant demand for semiconductor equipment is largely driven by the rise of AI technologies, which require high-end GPU chips and HBM memory, both of which depend on substantial semiconductor equipment [3] - Japan ranks second globally in the semiconductor equipment market, capturing 30% of the market share, while the United States holds 35%-40%, and ASML from the Netherlands commands 15% [5] Group 3 - Japanese semiconductor equipment companies previously relied on China for nearly 40% of their sales, but the rapid advancement of China's semiconductor equipment industry has led to a decrease in purchases from Japan [7] - Despite the current strong performance, there are concerns that Japanese semiconductor equipment companies may be experiencing their last significant growth phase due to increasing self-sufficiency in China's semiconductor sector [5][7]