CINNO Research·2025-09-16 07:59Core Viewpoint - The global semiconductor equipment industry is projected to see significant growth, with the top 10 companies expected to generate over $64 billion in revenue in the first half of 2025, marking a year-on-year increase of approximately 24% [5][6]. Summary by Sections Global Semiconductor Equipment Market Overview - The top 10 semiconductor equipment manufacturers will maintain the same rankings in 1H'25 as in 2024, with the first five positions unchanged [6]. - The combined revenue of the top five companies is nearly $54 billion, accounting for about 85% of the total revenue of the top 10 [6]. Top 10 Semiconductor Equipment Manufacturers 1. ASML (Netherlands): - Revenue of approximately $17 billion in 1H'25, with a year-on-year growth of 38% [10]. 2. Applied Materials (USA): - Revenue of about $13.7 billion in 1H'25, with a year-on-year growth of 7% [11]. 3. Lam Research (USA): - Revenue growth of 29% in 1H'25 [12]. 4. Tokyo Electron (Japan): - Revenue growth of 10% in 1H'25 [13]. 5. KLA (USA): - Revenue growth of 27% in 1H'25 [14]. 6. Advantest (Japan): - Revenue growth of 124% in 1H'25 [15]. 7. Naura (China): - Revenue of approximately $2.2 billion in 1H'25, with a growth of 31% [16]. 8. ASM International (Netherlands): - Revenue growth of 28% in 1H'25 [17]. 9. Screen (Japan): - Revenue growth of 2% in 1H'25 [18]. 10. Disco (Japan): - Revenue growth of 13% in 1H'25 [19]. Notable Trends - Naura is the only Chinese semiconductor equipment manufacturer to enter the global top 10, moving from eighth to sixth place in 2024, and then dropping to seventh in 1H'25 [6].