Three Chinese semiconductor equipment companies rank among the top 20 globally

In 2025, three Chinese companies will enter the top 20 global semiconductor manufacturing equipment manufacturers, which is three times that of 2022. Some believe that China has increased the localization rate of semiconductor equipment, which was once a weakness, to 20% to 30%. Although the U.S. has restricted equipment exports to China, preventing the country from developing and producing advanced semiconductors, it has begun to build an independent supply chain. Despite existing gaps in technological strength, if this trend continues, it will pose a threat to Japan and the U.S.

The Nikkei Shimbun (Chinese version: Nikkei Chinese Network) analyzed the sales of semiconductor-related equipment compiled by the Japanese research firm GlobalNet, comparing the year 2022, before the full implementation of export controls on advanced semiconductor equipment to China, with 2025 (forecast).

North Huachuang Technology Group (NAURA) has jumped to fifth place, closing in on the world’s top four: ASML Holdings from the Netherlands, American Applied Materials, American Lam Research, and Tokyo Electron. The company was founded in 2001 and is involved in a wide range of manufacturing equipment, including etching and film deposition for cutting circuits. Sales are projected to increase by 21% year-on-year in 2025.

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