Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins

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2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues according to a recent Nikkei Asia analysis that also found Chinese fabs are importing record volumes of U.S.-branded tools routed through Singapore and Malaysia, drastically reducing direct imports from the U.S..

The record revenues cap a five-year buildout driven by Beijing’s desire to reduce dependence on imported wafer fab equipment, though a Needham & Co. analyst…



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Chinese fabs import record volumes of US chipmaking equipment via Singapore and Malaysia — homegrown tool makers booked record 2025 revenues as price competition squeezes margins


2025 was a bumper year for Chinese chipmaking equipment firms Naura, AMEC, ACM Research, and Piotech, with each posting record revenues according to a recent Nikkei Asia analysis that also found Chinese fabs are importing record volumes of U.S.-branded tools routed through Singapore and Malaysia, drastically reducing direct imports from the U.S..

The record revenues cap a five-year buildout driven by Beijing’s desire to reduce dependence on imported wafer fab equipment, though a Needham & Co. analyst…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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