SemiAnalysis: Naura Akrion Accelerates Domestication of Etch in China, Leading in Market Share at AMEC

BlockBeats News, June 26th, Semiconductor and AI independent research firm SemiAnalysis published an article pointing out that China's indigenization process in the etching equipment field is accelerating, with a pace significantly faster than that of deposition equipment. Data shows that among China's imported front-end equipment, etching equipment has seen an 18% year-on-year decline so far this year, while deposition equipment imports have increased by 3%. SemiAnalysis believes this indicates that China's domestic substitution in the etching process has made a substantial breakthrough.

The financial reports of global etching leaders have also confirmed this assessment: Applied Materials China's revenue is down 16% year-on-year in the 2025 fiscal year, and Tokyo Electron China's revenue is down 18% in the 2026 fiscal year. SemiAnalysis points out that Naura is a key driver of this trend. Channel research shows that its market share in the ICP etching market for YMTC has ranked first. With YMTC's continuous expansion, Naura is expected to further consolidate its market share and expand its revenue.