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Japan’s semiconductor manufacturing equipment sales continued to surge, marking four consecutive months of double-digit growth, according to data released by the Semiconductor Equipment Association of Japan (SEAJ) on August 27. The sales of Japan-made chip equipment in July 2024 (based on a 3-month average basis, including exports) reached JPY 348.1 billion, a 23.6% increase year-over-year, and the seventh straight month of growth.

From January to July 2024, sales hit a record JPY 2.48 trillion, up 16.7% from the same period last year, surpassing the previous high of JPY 2.13 trillion set in 2022. It is reported that Japan's global market share of chip equipment (in terms of sales) has reached 30%, ranking second in the world after the United States.

This growth aligns with observations from Tokyo Electron (TEL) and Semiconductor Equipment and Materials International (SEMI).

Tokyo Electron (TEL) announced in its August 8 financial report that due to strong investments in AI servers, the 2024 global wafer fab equipment (WFE) market size has been revised upward from the previous estimate of around USD 100 billion (up 5% year-on-year) to over USD 100 billion.

The Semiconductor Equipment and Materials International (SEMI) forecast report released on July 10 predicts that global chip equipment sales in 2024 are estimated to increase by 3.4% year-over-year to USD 109 billion, surpassing the USD 107.4 billion record set in 2022.

Editor：Lulu

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