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Three Chinese manufacturers ranked among world's top 20 by sales for 1st time
三家企业首度跻身全球销售额前二十
In a milestone for China's semiconductor industry, three Chinese equipment manufacturers have ranked among the world's top 20 by sales for the first time in 2025, according to data from Japanese research firm Global Net.
日本研究机构Global Net最新数据显示，中国半导体产业在2025年迎来里程碑式突破：首次有三家中国设备制造商凭借销售额跻身全球前二十强。
This marks an increase from just one company in the pre-stricter United States-government-restriction era of 2022, underscoring China's accelerated progress in bolstering the domestic supply chain.
这标志着自2022年美国实施更严格出口管制前仅有一家企业上榜以来，中国在强化本土供应链方面正加速取得进展。
The progress is an outcome of Chinese companies' hard work and big investment in beefing up technological prowess, but a gap still exists in core equipment such as lithography machines, and more efforts are needed to achieve breakthroughs, experts said.
业内专家指出，这一进步源于中国企业持续投入研发、努力提升技术实力，但在光刻机等核心设备领域仍存在差距，需持续发力以实现关键突破。
The sales ranking reveals a climb for Naura Technology Group, which jumped from eighth place in 2022 to fifth in 2025. It now only trails global giants ASML, Applied Materials, Lam Research and Tokyo Electron.
排名显示，北方华创科技集团股份有限公司从2022年的第八位跃升至2025年的第五位，目前仅次于全球巨头阿斯麦、应用材料、泛林集团和东京电子。
Founded in 2001, Naura has not yet disclosed its annual revenue for 2025, and Global Net based the ranking partially on estimated data. Financial services provider Suntime compiled forecasts from multiple securities companies to estimate Naura's revenue to stand between 46.8 and 52 billion yuan ($6.74 billion-$7.49 billion) in 2025.
北方华创成立于2001年，尚未披露2025年全年营收，Global Net的排名部分依据预估数据。金融服务商赛美特综合多家券商预测，估计其2025年营收将在468亿至520亿元人民币（约合67.4亿至74.9亿美元）之间。
New to the list at 13th place is Advanced Micro-Fabrication Equipment Inc China, or AMEC, whose etching equipment comes close to the cutting edge.
中微半导体设备股份有限公司（简称“中微公司”）首次上榜即位列第十三位，其刻蚀设备已接近行业先进水平。
In chipmaking, etching is the key process of selectively removing unwanted material layers from a silicon wafer to engrave precise 3D patterns, circuits and transistor structures.
在芯片制造中，刻蚀是通过选择性去除硅晶圆上不需要的材料层，以精确雕刻三维图案、电路和晶体管结构的关键工艺。
Shanghai Micro Electronics Equipment, which specializes in lithography machines that "print" circuit patterns onto silicon wafers, secured the 20th position. While acknowledging generational gaps with market leader ASML, the Shanghai-based company's presence highlights China's domestic capability in this most critical and challenging segment.
专门从事将电路图案"印制"到硅晶圆上的光刻机业务的上海微电子装备股份有限公司位列第二十位。尽管承认与市场领导者阿斯麦存在代际差距，但这家上海企业的上榜凸显了中国在这一最关键且最具挑战性环节的本土化能力。
Expanding the list to the top 30 would include two more Chinese firms — ACM Research and Hwatsing Technology.
若将榜单扩大至前三十名，还将包括盛美半导体和华海清科两家中国公司。
This collective ascent is widely viewed as a direct response to US-led export controls on advanced semiconductor technologies, which catalyzed China's drive for greater self-sufficiency in chipmaking tools.
这一集体跃升被广泛视为对以美国为首的先进半导体技术出口管制的直接回应，这些限制推动了中国在芯片制造工具领域追求更高的自给率。
Roger Sheng, vice-president of research at US market research company Gartner, said: "It's fair to say that Chinese companies' technological gap with international industry leaders is continuously narrowing. This progress has provided strong support for domestic chip manufacturers in their technological upgrades and production expansion efforts, even amid restrictions on access to US technology and equipment."
美国市场研究公司高德纳副总裁盛陵海表示："可以公平地说，中国企业与国际行业领导者的技术差距正在不断缩小。即使在美国技术和设备获取受限的情况下，这一进展也为国内芯片制造商的技术升级和产能扩张提供了有力支撑。"
The manufacturing of advanced chips involves over 1,000 process steps, each requiring specialized equipment. Chinese suppliers can now cover equipment for almost every stage, including deposition, etching and cleaning. This burgeoning ecosystem includes a wave of emerging startups, experts said.
先进芯片制造涉及超千道工艺步骤，每一步都需要专用设备。专家称，中国供应商现已能提供包括沉积、刻蚀、清洗等几乎各环节的设备，蓬勃发展的产业生态中还包括一批新兴初创企业。
Yin Zhiyao, chairman and general manager of AMEC, said at a meeting in May 2025 that the company's product portfolios include 30 percent of all the integrated circuit equipment categories, and it aims to collaborate with partners to offer 60 percent of all high-end IC equipment categories over the next five to 10 years.
中微公司董事长兼总经理尹志尧在2025年5月的一次会议上表示，公司的产品组合已覆盖集成电路设备类别的30%，目标是在未来五到十年内与合作伙伴共同提供60%的高端集成电路设备类别。
Yin said that AMEC would soon complete the development of more than 20 types of thin-film equipment that are subject to international export restrictions to China, and the company aims to finish the development of nearly 40 thin film equipment by 2029.
他透露，中微即将完成20余种受国际对华出口限制的薄膜设备开发，并计划在2029年前完成近40种薄膜设备开发。
Thin film equipment in chipmaking refers to specialized machinery used to deposit atomic-level layers of conductive, insulating or semiconducting materials onto silicon wafers.
在芯片制造中，薄膜设备指用于在硅晶圆上沉积原子级导电、绝缘或半导体材料层的专用机械。
China's massive domestic market, now the world's largest for chipmaking equipment, also provides a powerful launchpad. The global semiconductor industry association SEMI, which has more than 3,000 member companies, estimated that worldwide sales of semiconductor manufacturing equipment would reach $133 billion in 2025, surpassing the previous record of $104.3 billion in 2024 and setting an all-time high.
中国庞大的本土市场——现已成为全球最大的芯片制造设备市场——也为产业发展提供了强劲动力。拥有超过3000家会员企业的全球半导体行业协会SEMI估计，2025年全球半导体制造设备销售额将达到1330亿美元，超越2024年创下的1043亿美元纪录，再创历史新高。
lithography machines /lɪˈθɒɡrəfi məˈʃiːnz/光刻机
etching equipment /ˈetʃɪŋ ɪˈkwɪpmənt/刻蚀设备
cutting edge /ˈkʌtɪŋ edʒ/尖端/前沿
silicon wafer /ˈsɪlɪkən ˈweɪfə/硅晶圆
integrated circuit /ˈɪntɪɡreɪtɪd ˈsɜːkɪt/集成电路
thin-film equipment /θɪn fɪlm ɪˈkwɪpmənt/薄膜设备
conductive /kənˈdʌktɪv/导电的
insulating /ˈɪnsəleɪtɪŋ/绝缘的
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