Shipments of overseas semiconductor equipment account for 80% of the cost of wafer production line.

According to preliminary statistics released by the Japan Semiconductor equipment Association ((SEAJ)), sales of Japanese-made semiconductor (chip) equipment surged nearly 40% to 249.501 billion yen in June 2021 from the same month last year, the sixth consecutive month of growth, reaching double digits for the fourth month in a row, and monthly sales reached the third highest since 2005.

Benefiting from the shortage of chips, the capacity of wafer foundries around the world is expanding rapidly. According to SEMI, the number of 8-inch wafer foundries worldwide is expected to increase from 2122in 2020 to 222in 2022, and the number of 12-inch wafer foundries is expected to increase from 129in 2020 to 149in 2022. The construction period of the wafer production line is long and expensive, of which about 80% of the cost will be spent on equipment, so semiconductor equipment expenditure is a guide in judging the trend of the industry. The agency pointed out that the core enterprises of domestic semiconductor equipment will benefit from the continued rise of the industry, such as capacity expansion.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Kaishitong, a subsidiary of Wanye Enterprise, has obtained a number of orders for different types of 12-inch low-energy large beam ion implanters and high-energy ion implanters, and the integrated circuit ion implanter products have entered the customer verification stage.

Changchuan science and technology integrated circuit testing equipment mainly includes testing machine, sorting machine, probe table, automation equipment and so on.