Core Viewpoint - The Japanese semiconductor manufacturing equipment sales continue to thrive, with significant growth expected in the coming years, driven by strong demand in AI and advanced technology sectors [2][4][5]. Group 1: Sales Performance - In June 2025, Japan's semiconductor equipment sales reached 404.59 billion yen, marking a 17.6% increase year-over-year and achieving a historical high since 1986 [2]. - For the first half of 2025, total sales amounted to 2 trillion 559.18 billion yen, a 20.0% increase compared to the same period last year, setting a new record [3]. - The global market share of Japanese semiconductor equipment stands at 30%, making it the second-largest after the United States [4]. Group 2: Future Projections - The sales forecast for Japanese semiconductor equipment in the fiscal year 2025 is revised upwards to 4 trillion 863.4 billion yen, a 2.0% increase from the previous estimate, continuing a trend of record sales [4]. - Global semiconductor manufacturing equipment sales are projected to reach $125.5 billion in 2025, a 7.4% year-over-year increase, with further growth expected in 2026 [5]. - The wafer fabrication equipment (WFE) sector is expected to grow by 6.2% in 2025, reaching $110.8 billion, driven by demand in foundry and memory applications [6]. Group 3: Sector-Specific Insights - The backend equipment sector is anticipated to see a 23.2% increase in sales in 2025, reaching $9.3 billion, following a strong recovery in 2024 [7]. - NAND device sales are expected to grow by 42.5% in 2025, reaching $13.7 billion, supported by advancements in 3D NAND technology [10]. - By 2026, China, Taiwan, and South Korea are projected to remain the top destinations for semiconductor equipment spending, with China leading despite a forecasted decline from record levels in 2024 [11].
日本芯片设备,继续卖爆
半导体芯闻·2025-07-24 10:21