English(EN) 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

中国蚀刻本地化加速，影响全球半导体供应商

作者 PulseAugur 编辑部 · [3 个来源] · 2026-06-26 14:01

中国半导体行业正在加速其蚀刻技术的本地化，进口数据显示，与沉积设备增长3%相比，蚀刻设备今年迄今已减少18%。这一趋势正在影响全球蚀刻领域的现有企业，例如AMAT和TEL等公司在中国的收入同比大幅下降就证明了这一点。Naura被确定为这一转变的关键参与者，在CXMT占据了相当大的蚀刻市场份额，并有望随着CXMT扩大产能而进一步增长。 AI

影响半导体制造能力的这种转变可能会影响对人工智能发展至关重要的先进芯片的可用性和成本。

排序理由对进口数据和财务报告的分析表明，由于本地化努力，半导体供应链发生了重大转变。

在 X — SemiAnalysis 阅读 →

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报道来源 [3]

X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-06-26 14:01

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
X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-06-26 14:01

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
X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ · 2026-06-26 14:01

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

报道来源 [3]

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

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/

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

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