TSMC(US:TSM) Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2025-07-10 22:53Group 1 - The Semiconductor Equipment Association of Japan (SEAJ) has revised its forecast for semiconductor equipment sales in Japan for the fiscal year 2025, increasing it to 4.8634 trillion yen, marking a historical high [1] - For the fiscal year 2024, sales are expected to increase by 29.0% year-on-year to 4.7681 trillion yen, the first time surpassing the 4 trillion yen mark [1] - The growth is driven by strong demand for AI server GPUs and HBM, along with increased investments in 2nm technology by Taiwan's TSMC and South Korea's DRAM/HBM sectors [1] Group 2 - For the fiscal year 2026, SEAJ has raised its forecast for semiconductor equipment sales to 5.3498 trillion yen, a 10.0% year-on-year increase, and the first time exceeding 5 trillion yen [2] - The anticipated growth is attributed to increased investments in 2nm technology outside Taiwan and a rising trend in investments for AI server HBM and NAND Flash products [2] - For the fiscal year 2027, sales are projected to grow by 3.0% year-on-year to 5.5103 trillion yen, potentially marking the fourth consecutive year of record sales [2] Group 3 - The compound annual growth rate (CAGR) for Japan's semiconductor equipment sales from 2025 to 2027 is estimated at 4.9% [2] - Japan's semiconductor equipment market share globally is approximately 30%, ranking second after the United States [2]