中国半导体设备：光刻机进口强劲，预示一线市场扩张加速-China Semi Equipment_ Strong litho imports point to accelerating expansion in tier-1 markets

Global Research ab 20 January 2026 China Semi Equipment Strong litho imports point to accelerating expansion in tier-1 markets Litho drove China's solid SPE imports in Dec 2025 (+95% MoM/-9% YoY) China's semiconductor production equipment (SPE) imports rebounded strongly in December 2025, up 95% MoM, albeit down 9% YoY from the prior year's high base due to rising concerns over geopolitical uncertainties. In particular, we saw a strong pick-up in litho imports (a leading indicator of semiconductor manufactu ...