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Japan chip equipment makers report 10% drop in China sales as export curbs bite

Japan's chip equipment makers see 10% China sales decline as export curbs take hold. Tokyo Electron pivots to AI, targeting 40% of revenue from AI demand by

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Japan chip equipment makers report 10% drop in China sales as export curbs bite

Japan's export restrictions cut Tokyo Electron's China revenue 37% to ¥175.5B in Q3, shrinking China from 41% to 31.8% of total sales. TEL targets 40% AI-driven revenue by FY2026, signaling a supply-chain rebalancing from geopolitical constraints toward enterprise AI capex demand.

originale

asia.nikkei.com1 mese fa

Japan chipmaking equipment suppliers report 10% drop in China sales

Foreign companies lose market share as Beijing boosts local players

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Timeline cronologica

giovedì 18 giugno 2026·asia.nikkei.com
Tokyo Electron chief sees edge despite China's chip self-sufficiency drive
Equipment leader expects industry to become pillar of Japan's economy
giovedì 18 giugno 2026·asia.nikkei.com
Tokyo Electron chief sees edge despite China's self-sufficiency drive
Chip equipment leader expects industry to become pillar of Japan's economy

Japan chip equipment makers report 10% drop in China sales as export curbs bite

Japan chipmaking equipment suppliers report 10% drop in China sales

Timeline cronologica

Tokyo Electron chief sees edge despite China's chip self-sufficiency drive

Tokyo Electron chief sees edge despite China's self-sufficiency drive

Japan chipmaking equipment suppliers report 10% drop in China sales

Japan chip equipment makers report 10% drop in China sales as export curbs bite