Last year, China's semiconductor equipment spending accounted for about one-third of the global total.

According to data from the semiconductor industry organization SEMI, global semiconductor manufacturing equipment sales reached US$106.3 billion in 2023 (Note: currently about RMB 770.675 billion), a slight decrease of 1.3% from the historical peak of US$107.6 billion in 2022.

By region, China continued to maintain its position as the world's largest semiconductor equipment market, investing US$36.6 billion (currently about RMB 265.35 billion) in semiconductor equipment last year, an increase of 29% over last year, accounting for 34.43%.

Despite the cold winter of the storage market, South Korea still surpassed Taiwan in 2023 and became the second largest semiconductor equipment market with US$19.94 billion; Taiwan fell 27% year-on-year in this regard to US$19.62 billion.

Thanks to the stimulus of the US Chip Plan, North America has become the only region with double-digit growth in semiconductor equipment investment, with a total investment of US$12.05 billion, an increase of 15%.

Japan and Europe ranked after the United States, with semiconductor equipment investment of US$7.93 billion and US$6.46 billion respectively; the relevant investment in other regions of the world was US$3.65 billion, a sharp drop of 39% compared with 2022.

By field, global sales of wafer processing equipment increased by 1% in 2023, and sales in other front-end fields increased by 10%; sales of packaging equipment fell by 30% last year; and test equipment recorded a 17% decline in sales.

Ajit Manocha, president and CEO of SEMI, said: "Although global equipment sales fell slightly, the overall performance for the whole year was better than earlier expectations, and strategic investment drove growth in key regions."

According to institutional statistics, the production capacity of semiconductor manufacturers in mainland China increased by 12% year-on-year in 2023, reaching 7.6 million wafers per month. It is expected that by 2024, mainland China will launch 18 projects, and its production capacity will increase by 13% year-on-year to 8.6 million wafers per month.

In addition, it is understood that mainland China has adopted a large number of mature process semiconductors above 28 nanometers in many fields such as automobiles, and currently accounts for 29% of global production capacity.

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