CatalystTech/AI

Nikkei reports on China raising domestic procurement of Semi equipment. In 2025, Japanese SME export to China drop 10%. Especially w/ TEL. As for several category like (etching & backend), domestic ra

What changed

ASML China rev ratio in China was down to 27% from 19% (a yr ago). TEL revenue dropped to 27% from 50% in Peak. This shows a huge reflection of advanced fabs like CXMT & YMTC shift — via @tphuang

Why it matters

Nikkei reports China's semi equipment domestic procurement rising above 35%, Japanese exports dropping 10%.

Sources

twitter_list