Japan** said: China and the United States hit the chip war, and Japanese semiconductor companies benefited.
Recently, Japan** reported that the United States and China will go to war on wafers, so Japanese wafer semiconductor equipment manufacturers"will benefit from unexpected advantages"。
Why does Japan say that? Because in 2023, factories in Chinese mainland will purchase a large number of semiconductor equipment, semiconductor materials, etc. from Japan, resulting in a significant increase in the performance of these manufacturers in Japan.
In the three months to December 2023, Tokyo Electron, Japan's largest semiconductor equipment maker, accounted for an unprecedented 46 percent of Chinese mainland's revenue, the data showed9%, the highest level in history.
In fact, not only Tokyo Electron, but also Nikon, Japan's largest lithography machine manufacturer, has seen its profits jump sharply, and orders from China have also increased significantly.
Nikon even said it had recently received Chinese customers"Very strong requests", hopefully the next step will be to launch a new lithography machine, although it says it will"On the premise of respecting the rules"Expand its activities.
We know that in the field of semiconductor equipment, the United States is in first place, with about 50% share, and Japan is in second place, with about 30% share.
In the field of semiconductor materials, Japan dominates the market, accounting for 60% of the share, far ahead of the second place, of which 19 of the most critical semiconductor materials, Japan monopolizes 14, and among these 14 materials, Japanese companies account for more than 50% of the share.
In recent years, China has been expanding frantically and vigorously developing the semiconductor industry, which naturally requires a large number of semiconductor equipment and semiconductor materials, while the United States has not exported many of them under China's suppression.
In this case, on the one hand, China is preparing spare tires on a global scale and increasing inventories, which will be difficult to buy in the future if the ban becomes stricter, and on the other hand, it is also making progress and reducing its dependence on foreign countries.
Therefore, Japanese manufacturers naturally bought more goods, so China's orders for semiconductor equipment have also increased a lot, and naturally their performance has also increased a lot.
However, such a good day, in fact, Japanese manufacturers do not enjoy long, Tokyo Electron has a clear understanding of this, its president Toshiki Kawai (Toshiki Kawai) said"China is trying to increase its self-sufficiency rate"。
In fact, this tells everyone that maybe in 2023 there will be an increase in orders from China, but after that, as China's self-sufficiency rate increases, there will be fewer and fewer orders, let's not forget that Japan has also banned advanced ones, which can no longer be sold, and there are mature, and we are slowly moving towards self-sufficiency.