中国晶圆制造设备进口追踪（2025 年 8 月）：8 月同比增长 12%，年初至今增长 3%，全年有望持平 China WFE Import Tracker (Aug 2025)_ Aug YoY+12%, YTD +3%, on track to be a flat year_ Global Semiconductor Capital Equipment
2025-09-28 14:5723 September 2025 Global Semiconductor Capital Equipment China WFE Import Tracker (Aug 2025): Aug YoY+12%, YTD +3%, on track to be a flat year Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com Francis Ma +852 2123 2626 francis.ma@bernsteinsg.com Arpad von Nemes +1 917 344 8461 arpad.vonnemes@bernsteinsg.com Juho Hwang +85 ...