智通财经网·2025-09-16 13:06Core Insights - The global semiconductor equipment market is projected to exceed $64 billion in revenue for the top 10 companies in the first half of 2025, representing a year-on-year growth of approximately 24% [1] - The top five companies in the semiconductor equipment sector remain unchanged from 2024, with ASML leading at approximately $17 billion in revenue for 1H25 [1][5] - North Huachuang is the only Chinese company in the top 10, ranking seventh with approximately $2.2 billion in revenue for 1H25, down from sixth in 2024 [1][11] Summary by Company - ASML (Netherlands): The leading photolithography equipment manufacturer, with 1H25 semiconductor revenue growing by 38% [5] - Applied Materials (AMAT, USA): The largest semiconductor equipment supplier, with a 7% year-on-year revenue increase in 1H25 [6] - Lam Research (LAM, USA): Specializes in semiconductor manufacturing equipment, achieving a 29% revenue growth in 1H25 [7] - Tokyo Electron (TEL, Japan): Japan's largest semiconductor equipment company, with a 10% revenue increase in 1H25 [8] - KLA (USA): A leader in semiconductor process control and measurement equipment, with a 27% revenue growth in 1H25 [9] - Advantest (Japan): Focuses on semiconductor testing equipment, with a remarkable 124% revenue growth in 1H25 [10] - North Huachuang (NAURA, China): The leading semiconductor equipment manufacturer in mainland China, with a 31% revenue growth in 1H25 [12] - ASM International (ASMI, Netherlands): Engaged in semiconductor deposition equipment, with a 28% revenue increase in 1H25 [13] - Screen Holdings (Japan): Involved in semiconductor and PCB manufacturing equipment, with a 2% revenue growth in 1H25 [14] - Disco (Japan): A leading manufacturer of wafer cutting equipment, achieving a 13% revenue growth in 1H25 [15]