![\"Semiconductor](\"https:\/\/zkmsemi.com\/wp-content\/uploads\/2026\/10\/etch_hakuto.jpg\")
<\/p>\nNaura Technology Group and AMEC (Advanced Micro-Fabrication Equipment), China’s leading semiconductor equipment makers, have released their 2025 annual reports one after another. Against a backdrop of a high global equipment market and continued expansion at Chinese fabs, both domestic equipment leaders delivered steady growth in revenue and profit, with ample order backlogs. The results reflect the steadily rising penetration of domestic equipment on production lines and inject confidence into the whole domestic equipment chain.<\/p>\n
<\/p>\n
As a platform vendor spanning etch, thin-film deposition, cleaning and more, Naura has benefited from domestic fab expansion and accelerating localization, posting steady growth. AMEC has kept breaking through in etch equipment, with orders and revenue climbing in step. The solid performance of these two leaders is a microcosm of the rising overall competitiveness of domestic semiconductor equipment, and reflects the trend of Chinese fabs recognizing domestic tools more and raising procurement share.<\/p>\n
As the localization rate of core process equipment keeps rising, domestic substitution is extending into supporting steps such as cleaning, spin-drying and inspection. The breakthroughs of the leading companies have set a strong demonstration effect, and more fabs are beginning to systematically evaluate and introduce domestic supporting tools. The more fabs that are built, the richer the validation scenarios for domestic equipment, forming a virtuous loop of fabs nurturing equipment and equipment strengthening fabs, and deepening the reach of localization.<\/p>\n
Against the steady growth of the leading domestic equipment makers, vendors focused on niche supporting segments are growing in step. Hebei Zhongke Microelectronics Co., Ltd., based in Fuxing District, Handan City, Hebei Province, focuses on the niche of wafer cleaning, spin-drying and inspection, offering fully automatic single-wafer cleaning machines, single-wafer cleaning & spin dryers, EFEM cleaning & drying systems, wafer unloading tables and wafer inspection lamps. Riding domestic fab expansion and the localization trend, the company keeps sharpening its competitiveness and serving a broader base of wafer manufacturing and packaging customers.<\/p>\n
The annual results from China’s leading equipment makers are more than financial data points; they are evidence of a broader industrial transition. Steady revenue and profit growth at the scale of these champions means that domestic tools are no longer confined to a few trial stations on the fab floor. They are being ordered in volume, integrated into production flows and held to the same reliability standards as imported equivalents. Order backlogs stretching into future quarters indicate that fabs are planning capacity around domestic supply, which is the clearest possible signal that the substitution trend has moved from aspiration to procurement reality.<\/p>\n
The business models of the two leaders also reveal where the domestic industry is heading. The platform approach, spanning multiple tool categories, allows a supplier to offer fabs a one-stop portfolio and to spread research costs across products. The specialist approach, deep in a single complex process like etch, allows a company to achieve world-class performance in a narrow but critical area. Both strategies are working, and together they show that domestic equipment is developing along multiple tracks rather than a single path. This diversity strengthens the whole ecosystem, because fabs can source different steps from different domestic specialists, reducing dependence on any one vendor and creating a competitive domestic supply market.<\/p>\n
The spillover to supporting vendors should not be underestimated. When a fab’s engineering team has already validated and accepted domestic core equipment, the psychological and procedural barrier to introducing domestic supporting tools drops dramatically. The internal case for domestic procurement has already been made, the service model is familiar, and the risk tolerance for new domestic suppliers increases. This is why the growth of the champions creates a rising tide for smaller, specialized vendors in cleaning, drying and inspection. The annual report cycle is therefore not just about the headline companies; it is a leading indicator of how quickly the entire domestic equipment layer, including supporting segments, is maturing and gaining share on Chinese production lines.<\/p>\n
The steady results reported by the leading domestic equipment makers send a signal that extends well beyond their own financials. They indicate that the domestic equipment industry has entered a phase of self-sustaining growth, where successful products generate revenue that funds further research, which in turn wins more orders. This virtuous cycle is now well established at the leading companies, and it is beginning to propagate through the supply chain to smaller, specialized vendors. For supporting equipment makers in cleaning, drying and inspection, the environment is increasingly favorable: fabs are more willing to try domestic suppliers, the service model is familiar, and the market is large enough to support focused specialists. As the leading champions keep growing and the domestic fab base keeps expanding, the entire ecosystem of supporting vendors is positioned for steady, multi-year growth.<\/p>\n
The earnings reports also highlight the growing importance of the domestic supply chain for spare parts and service, not just initial equipment sales. As more domestic tools enter the field, the installed base of domestic equipment grows, and with it the recurring revenue from maintenance, upgrades and consumables. This installed-base business provides a more stable, less cyclical revenue stream that complements the lumpy nature of new equipment orders. For supporting equipment makers in cleaning, drying and inspection, the same logic applies: every tool sold creates a long-term service relationship. The leading companies’ steady growth, therefore, is just the leading edge of a deeper and more durable domestic equipment ecosystem.<\/p>\n
As the installed base of domestic equipment grows, the recurring service and upgrade business is expected to provide an increasingly stable foundation for the whole domestic equipment ecosystem, supporting steady long-term growth.<\/p>\n
This growing installed base is expected to generate a stable, recurring service revenue stream that further reinforces the resilience and long-term growth trajectory of the domestic equipment sector.<\/p>\n
This steady growth reinforces confidence across the whole domestic equipment supply chain and supports continued research investment in specialized supporting tools such as cleaning, drying and inspection systems.<\/p>\n
For product ranges, parameters and after-sales service on wafer cleaning and drying inspection equipment, please contact the industry hotline: 17177768881.<\/p>\n","protected":false},"excerpt":{"rendered":"
Naura and AMEC, China’s leading semiconductor equipment vendors, have published their 2025 annual reports. Against a high global equipment market and continued domestic fab expansion, both posted steady revenue and profit growth with healthy order backlogs, signaling rising penetration of domestic tools and creating a spillover effect that benefits supporting suppliers and their growing recurring service business over time. This spillover effect supports a growing base of domestic supporting equipment vendors, whose recurring service business adds resilience to the broader domestic equipment ecosystem.<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_zk_news_lang":"en","_zk_news_en_title":"","_zk_news_en_content":"","_zk_news_en_excerpt":"","footnotes":""},"categories":[2],"tags":[],"class_list":["post-480","post","type-post","status-publish","format-standard","hentry","category-xingye-news"],"_links":{"self":[{"href":"https:\/\/zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts\/480","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/zkmsemi.com\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/zkmsemi.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=480"}],"version-history":[{"count":0,"href":"https:\/\/zkmsemi.com\/index.php?rest_route=\/wp\/v2\/posts\/480\/revisions"}],"wp:attachment":[{"href":"https:\/\/zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=480"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=480"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/zkmsemi.com\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=480"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}