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China's etch localization accelerates, impacting global semiconductor suppliers

By PulseAugur Editorial · [3 sources] ·

China's semiconductor industry is accelerating its localization of etch technology, with import data showing an 18% year-to-date decrease in etch equipment compared to a 3% increase in deposition equipment. This trend is impacting global etch incumbents, as evidenced by significant year-over-year revenue declines in China for companies like AMAT and TEL. Naura is identified as a key player in this shift, holding a substantial share of the etch market at CXMT and poised for further growth as CXMT expands its capacity. AI

IMPACT This shift in semiconductor manufacturing capabilities could impact the availability and cost of advanced chips crucial for AI development.

RANK_REASON Analysis of import data and financial reports indicating a significant shift in the semiconductor supply chain due to localization efforts.

Read on X — SemiAnalysis →

AI-generated summary · Google Gemini · from 3 sources. How we write summaries →

China's etch localization accelerates, impacting global semiconductor suppliers

COVERAGE [3]

  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    We see Naura as the key driver: channel checks put it as the largest ICP etch share at CXMT, positioning it to capture more as CXMT expands capacity. Check out

    We see Naura as the key driver: channel checks put it as the largest ICP etch share at CXMT, positioning it to capture more as CXMT expands capacity. Check out our ChipBook for detailed analysis. (3/3) https://t.co/geycIFHBmg

  2. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Global etch incumbents’ financials communicate the same message: AMAT’s China revenue fell 16% YoY in FY25, and TEL’s China revenue dropped 18% YoY in FY26. (2/

    Global etch incumbents’ financials communicate the same message: AMAT’s China revenue fell 16% YoY in FY25, and TEL’s China revenue dropped 18% YoY in FY26. (2/3) https://t.co/25NwcofjEX

  3. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    We believe China’s etch localization is ramping faster than deposition. Front-end import data shows etch −18% YTD vs deposition +3% YTD. (1/3)🧵 https://t.co/UOp

    We believe China’s etch localization is ramping faster than deposition. Front-end import data shows etch −18% YTD vs deposition +3% YTD. (1/3)🧵 https://t.co/UOp0H6VYQS

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