日本东京电子大赚,但中国贡献的收入,开始下滑了

Ofweek光电信息网
10 Feb

众所周知,在芯片设备领域,日本还是很强的,比如日本东京电子,一直就是全球前五大芯片设备厂商之一。这几年,因为美国打压中国芯片产业,限制先进的设备卖给中国,中国晶圆厂将之前很多欧美的订单,转移至日本,让日本芯片设备厂商,大赚了一笔。以东京电子为例,如下图所示,在2023年一季度的时候,中国大陆贡献的营收占比还40%不到,但之后中国大陆贡献的营收一路上升。从40%以下,一路涨至50%左右,也就是说中国...

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