NuAxiSemiconductor trade intelligence
[News] Top Five Japanese Chip Toolmakers Reportedly See 10% China Sales Drop in FY25, Led by Front-End Weakness
What happened
Top five Japanese chip toolmakers reported a 10% decline in China sales for FY25, totaling ¥1.47 trillion, driven by China's localization push. Front-end tools saw a nearly 20% drop as domestic players gain share. Bearish for Japanese suppliers as localization accelerates.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
Wafer Fabrication EquipmentAssembly & Packaging Equipment
Tokyo ElectronAdvantestScreen HoldingsDisco CorporationKokusai ElectricNAURA Technology Group
sales-droplocalizationfront-endback-end
Source and time
Source: TrendForce · 6/21/2026 · View original source
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