In December 2023, sales of semiconductor (chip) manufacturing equipment in Japan continued to increase month-on-month, returning to the 300 billion yen mark, and the full-year sales of last year (2023) hit the second highest level in history. Japan-related stocks are trading higher today.
According to Yahoo Finance's ** display, as of 12:50 a.m. on the 29th, chip equipment giant Tokyo Weili Science and Technology Innovation (TEL) rose 030%, test equipment manufacturer advantest rose 068%, chip cutting machine factory disco**169%, film-forming equipment manufacturer KOKUSAI rose 357%。
The Japan Semiconductor Manufacturing Equipment Association (SEAJ) released statistics on the 26th, pointing out that the sales of chip-making equipment in Japan in December 2023 (3-month moving average) were 3,0579.9 billion yen, an increase of 2 from the previous month (November 2023).4%, showing a monthly increase for the second consecutive month, and monthly sales exceeded the 300 billion yen mark for the first time in seven months. 
（source：seaj）
Compared with the same month last year, it shrank slightly by 03%, the seventh consecutive month of contraction, but the decline was 110%), reaching a single-digit ratio (below 10%) for the first time in six months.
In 2023, Japan's chip equipment sales will decrease by 67% to 3 trillion 2,872At 4.5 billion yen, it contracted for the first time in four years, but its annual sales exceeded the 3 trillion yen mark for the third year in a row, setting a record for the second highest in history (only lower than 3.8 trillion yen in 2022).9.9 billion yen).
Japan's global market share of chip equipment (in terms of sales) reached 30%, ranking second in the world after the United States.
Disco, a major chip cutting machine manufacturer, announced its financial report data on January 24, pointing out that due to the increase in demand for equipment for generative AI and power semiconductors, it is estimated that shipments in this quarter (January-March 2024) will increase by 21 percent compared with the same period last year2% to 85.9 billion yen, quarterly shipments will hit a record high.
Header image**: Shutterstock).