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日本芯片设备,销量大增
半导体芯闻·2025-09-25 10:21

Group 1 - The core viewpoint of the articles highlights the strong growth in Japan's semiconductor manufacturing equipment sales, with a significant increase of 15.6% year-on-year in August 2025, marking the 20th consecutive month of growth and setting a historical record since 1986 [1][2] - Japan's semiconductor equipment sales reached 4,057.64 million yen in August 2025, exceeding 4,000 million yen for the 10th consecutive month, and the cumulative sales from January to August 2025 amounted to 3.375 trillion yen, a 19.2% increase compared to the same period last year [1][2] - The global market share of Japanese semiconductor equipment stands at 30%, making it the second-largest in the world after the United States [1] Group 2 - TSMC plans to exclude Chinese manufacturers from its semiconductor manufacturing equipment for its upcoming 2nm chip production line, anticipating stricter U.S. regulations on Chinese equipment [2] - The Semiconductor Equipment Association of Japan (SEAJ) revised its forecast for Japan's semiconductor equipment sales for the fiscal year 2025 to 4.8634 trillion yen, reflecting a 2.0% increase from the previous year and marking the second consecutive year of record sales [2]