China’s market uncertainty makes Japanese toolmakers bet on AI

Amid uncertainties in the Chinese market and reduced spending by automotive chip and power semiconductor manufacturers, Japanese semiconductor equipment makers have revised their sales forecast for fiscal year 2025 (April 2025 – March 2026). Nevertheless, demand for advanced process chips, especially those needed for artificial intelligence (AI), is anticipated to lead to a 5% year-over-year sales growth in 2025.

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