Japan's semiconductor (chip) manufacturing equipment sales continued to be strong, with sales increasing by 10% in May 2025, and monthly sales increased by more than 40 billion yen in seven months, creating a second-highest record in a single month. The stock prices of related stocks are booming today.
As of the end of the early trading of the Japanese stock market on the 25th (10:30 am Taipei time), chip equipment giant Tokyo Vili Technology (TEL) rose 2.34%, testing equipment business Advantest rose 1.31%, and HBM equipment supplier Towa rose 2.52%, showing a far better than the decline of the early trading of the Big Bank (TOPIX, the Dongjie Stock Price Index) fell 0.34%.
The Japan Semiconductor Manufacturing Devices Association (SEAJ) released its statistical data on the 24th, pointing out that the sales volume of Japan's chip equipment manufacturing in May 2025 (three-month moving average, including exports) was 446.291 billion yen, an increase of 11.3% from the same month last year, showing an increase in the 17th month. The growth rate reached a two-digit (more than 10%) in 14 months, with monthly sales exceeding 300 billion yen in the 19th month, and higher than 400 billion yen in the seven months, just slightly lower than 447.038 billion yen in April 2025, and the second-highest record in history since the start of 1986.
was slightly lower than the previous month (April 2025), and the first month in three months was reduced.
The cumulative sales of Japanese chip equipment in the January-May 2025 period reached 215.4584 billion yen, up 20.5% from the same period last year. Judging from the same period last year, it exceeded 178.8033 billion yen in 2024, setting a record high.
Extended reading: China demand + AI, Japan's 24-year chip equipment sales have been a record high