📊Executive Summary

China's semiconductor equipment self-reliance has surpassed expectations, reaching a 35% domestic share in 2025, up from 25% in 2024. This growth is attributed to local manufacturers like Naura Technology and Advanced Micro-Fabrication, who have made significant inroads in critical segments such as etching and thin-film deposition. Notably, Naura's equipment accounts for over 60% of production lines at Semiconductor Manufacturing International Corp, and Advanced Micro-Fabrication's etching machines are being validated by TSMC. This shift indicates a growing reliance on domestic suppliers, which could impact global supply chains and pricing dynamics in the semiconductor market....