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全球半导体资本设备:中国 7 月进口追踪(2025 年 7 月),年度月度新高,需求仍具韧性,年初至今进口增长 2%
2025-08-25 01:39
21 August 2025 Global Semiconductor Capital Equipment China WFE Import Tracker (Jul 2025): Record high month of the year, demand still resilient with imports YTD +2% Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Carmine Milano +44 207 762 1857 carmine.milano@bernsteinsg.com We track monthly Wafer Fabrication Equipment (WFE) imports to China through data from the China ...