中国晶圆厂设备进口追踪（2025 年 12 月）：2025 年总进口额 392 亿美元，同比 + 3%；12 月光刻机进口创纪录-China WFE Import Tracker (Dec 2025) 2025 total import $39.2bn,+3% YoY; record high Litho import in Dec

21 January 2026 Global Semiconductor Capital Equipment China WFE Import Tracker (Dec 2025): 2025 total import $39.2bn, +3% YoY; record high Litho import in Dec 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 December imports reached EUR 1.89Bn, the highest month ever, growing ~250% MoM and 48% YoY. Total Q4 imports of EUR 3.27Bn were up 42% QoQ and 41% YoY. This implies ...