We believe China’s etch localization is ramping faster than deposition. Front-end import data shows etch −18% YTD vs dep…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-06-26
SemiAnalysis reports that China's semiconductor etch equipment localization is accelerating faster than deposition, with etch imports down 18% year-to-date while deposition imports rose 3%, based on front-end import data.
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Extraction
Topics: semiconductor-equipmentchina-localizationetch-equipmentwafer-fab-equipmentimport-data
Claims
- China's etch equipment localization is ramping faster than deposition equipment localization.
- Chinese front-end etch imports are down 18% year-to-date.
- Chinese front-end deposition imports are up 3% year-to-date, contrasting sharply with etch's decline.
Key quotes
We believe China's etch localization is ramping faster than deposition. Front-end import data shows etch −18% YTD vs deposition +3% YTD.