China's Semiconductor Equipment Localization Rate Rises to 35%
nashnova research
Homegrown equipment now accounts for roughly 35% of installations in Chinese fabs, up about 10 percentage points in a single year — a pace that signals domestic suppliers are moving from niche fill-ins to mainline production tools.
What does 35% actually mean?
Digitimes reports that domestic equipment made up about 35% of installations in Chinese wafer fabs in 2025, up from roughly 25% the year before.
A 10-percentage-point jump in one year. This means → Chinese suppliers are no longer just plugging low-end gaps; they are entering critical process steps.
In plain terms = for every three tools a Chinese fab installs, more than one is now homegrown.
Why does the growth rate matter?
From 25% to 35% looks like "just 10 points," but in relative terms that is a 40% increase — unusually fast for capital-heavy equipment.
This reflects two forces converging: on the supply side, domestic vendors are closing the technology gap faster; on the demand side, fabs are actively expanding local sourcing under external restrictions.
In plain terms = this is not passive substitution — both buyers and sellers are pushing in the same direction.
What comes next?
At 35%, nearly two-thirds of equipment is still imported — especially in high-end segments like lithography and metrology, where domestic penetration sits well below the average.
This means → the next phase is not about whether the headline share keeps climbing, but whether domestic suppliers can break into the hardest-to-replace tool categories.
For investors, every additional 5-percentage-point gain in localization gets exponentially harder — and exponentially more valuable.
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