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Japanese Chip Sales Seen Climbing 27% on AI

Sales of Japanese semiconductor equipment are expected to surge 27% to ¥4.03 trillion ($27 billion) in the fiscal year starting April, helped by demand for new AI-related spending, the Semiconductor Equipment Association of Japan said.

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Industry group expects memory capex to jump after September

The industry group, which includes Tokyo Electron Ltd., Advantest Corp., and Screen Holdings Co., said it expected a “significant” recovery in spending by memory chipmakers in the September-March period on top of recovery from foundries and logic chipmakers. Growth is expected to continue at 10% in the following year through March 2026, it said.

  • New AI-boosting chips and servers have seen bolstering spending

New chips optimized for generative AI and investment in AI-supporting servers will help bolster demand, SEAJ chairman and Tokyo Electron’s Chief Executive Officer Toshiki Kawai said Thursday.

The world’s biggest contract chipmaker Taiwan Semiconductor Manufacturing Co. said it’s budgeting a possible rise in capital spending in 2024, with CEO C. C. Wei reiterating he expects a return to “healthy growth” this year.

Revenue for Japanese chip equipment makers in the current year to March is expected to fall 19%, a milder drop than the 23% decline the industry group forecast in July, thanks in part to strong sales in the Chinese market.


Image: Chips