Semiconductors

Overview This report analyses the growth of China’s wafer fab equipment (WFE) industry as it shifts from capacity expansion to ecosystem build-out. It tracks China’s WFE imports and exports from 2015 to H1 2026, benchmarks the performance of the country’s top five equipment makers, and examines the progress of domestic substitution across key process segments, including etch, deposition, cleaning, lithography and metrology.

Oct 30, 2026

Global smartphone SoC shipments declined 21% YoY in Q3 2026, driven by rising memory costs, longer replacement cycles and cautious inventory management by smartphone OEMs.

Oct 30, 2026