REUTER’s Top Headlines:

  • Top China’s chipmaker equipment purchases set to fall after three years of growth.
    • Spending expected to drop 6% in 2025 to 38 billion dollars amid U.S. sanctions and overcapacity.
  • China’s share of global chip tool sales projected to shrink to 20%, its first decline since 2021.
  • Export controls and weakened demand drive the slowdown, according to TechInsights.
  • China was the main growth engine for the global wafer fabrication market in 2023–2024.
  • Many of China’s past purchases linked to stockpiling efforts under tightening U.S. restrictions.
  • ASML remains the global leader in lithography machines, while Chinese firms still supply only a small fraction of domestic chipmaking tools.
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