Japan's semiconductor (chip) manufacturing equipment sales continued to be strong, with sales volume increasing by 15% in August 2025, reaching 2-digit (more than 10%) in 17 months, and monthly sales volume increased by more than 40 billion yen...
Japan's semiconductor (chip) manufacturing equipment sales continued to be strong, with sales volume increasing by 15% in August 2025, reaching 2-digit (more than 10%) in 17 months, and monthly sales volume increased by more than 40 billion yen in 10 months, setting a record of historical highs in the same period.
The Japan Semiconductor Manufacturing Devices Association (SEAJ) announced the statistical data on the 24th, pointing out that the sales volume of Japan's chip equipment manufacturing in August 2025 (three-month moving average, including exports) was 405.764 million yen, an increase of 15.6% from the same month last year, continuing to be second. The growth rate reached 2 digits (more than 10%) in 17 months, and the monthly sales volume exceeded 300 billion yen in the 22nd month, and was higher than 400 billion yen in the 10 months. Judging from the situation in the same month of the year, the record of historical highs since the start of 1986 was established.
fell 1.3% compared with the previous month (July 2025), and the third month decline in four months was the third time.
For the period from January to August 2025, Japan's chip equipment sales amount reached 3375.8886 million yen, a 19.2% increase from the same period last year. In terms of the same period last year, it exceeded 283.1173 million yen in 2024, setting a record high.
The global market share of Japanese chip equipment (calculated by sales) reaches 30%, ranking second in the world only in the United States.
News reported on August 25 that Taiwan Electric will exclude the semiconductor manufacturing equipment of Chinese manufacturers among the world's most advanced chip production, with the target of 2-nanometer chip production lines expected to start mass production within this year. Because it is estimated that the United States will strengthen controls on Chinese equipment, NTU is to avoid production hindered risks.
SEAJ released its estimate report on July 3, pointing out that due to the strong demand for GPUs and HBMs for AI servers, Taiwan's advanced crystalline foundry factory (Taiwan Power) will start to produce 2 nanometers, and the investment in 2 nanometers will increase, plus South Korea's DRAM / HBM's investment has increased, so the sales amount of Japanese chip equipment made in 2025 (April 2025-March 2026) (referring to the sales amount of Japanese companies' domestic and overseas equipment for Japan) has been revised to 4883.4 billion yen from the previous estimate of 4659 billion yen (January 2025), an increase of 2.0% compared with 2024, and the annual sales amount will continue to hit a record high in the second year.
