Leading Chinese semiconductor equipment companies AMEC, Naura Technologies, and ACM Research have reported substantial revenue growth in 2024, driven by increased domestic demand for chipmaking tools and new fabs in China. AMEC saw a 45% sales jump, with significant investments in etching and chemical vapor deposition equipment. Naura’s revenue grew by up to 44%, fueled by the adoption of advanced plasma and atomic layer deposition systems. ACM Research, although U.S.-based, experienced up to 51% growth, leveraging its Shanghai-based operations to meet China’s chipmaking needs. Despite lagging behind global leaders like Applied Materials and Lam Research in technology, these firms’ cost advantages and immunity to export restrictions have made them critical players in China’s semiconductor expansion.

My Take

This record-breaking growth highlights China’s strategic focus on domestic semiconductor self-reliance. Chinese manufacturers are narrowing the technology gap with global leaders.

#Semiconductors #ChinaTech #ChipEquipment #TechGrowth #AMEC #Naura #ACMResearch #ChipManufacturing #InnovationInTech #SemiconductorIndustry 

Link to article:

https://www.tomshardware.com/tech-industry/chinese-semiconductor-production-equipment-makers-set-sales-records

Credit: Toms Hardware

This post reflects my own thoughts and analysis, whether informed by media reports, personal insights, or professional experience. While enhanced with AI assistance, it has been thoroughly reviewed and edited to ensure clarity and relevance.