中国半导体设备_月度 SPE 进口分析_坚实的光刻设备进口推动 10 月同比增长 20%-China Semi Equipment_ Monthly SPE import analysis_ solid litho imports drove 20% YoY growth in October

ab 20 November 2025 Global Research China Semi Equipment Monthly SPE import analysis: solid litho imports drove 20% YoY growth in October Litho the main driver of solid YoY China SPE imports in October China's semiconductor production equipment (SPE) imports reached US$3.0bn in October, up 20% YoY (but down 29% MoM off a high base, as September was the second highest in history), mainly driven by strong YoY growth of litho imports (+90% YoY from a low base last year). China's YTD SPE imports reached US$28.4 ...