Window on China

China Market Highlights

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SMIC: Presentation (SMIC; Nov 2016)

SEMI: M&A in the Semiconductor Industry: Could China Cause Continued Consolidation? (ASMC; May 2016) 

SEMI: Lu - Overview of China Semiconductor Industry (SEMICON China; Mar 2015)

SEMI: Tracy - SEMI Equipment and Materials Outlook (SEMICON China; Mar 2015)

IBS: Jones - How Chinese Companies Become Leaders in Semiconductors (SEMICON China; Mar 2015)

孙东升: 投资创新与创新投 (SEMICON China; Mar 2015)

王晓波: 建设投融资平台促进集成电路产业发展 (SEMICON China; Mar 2015)

Zhang zhong: 半导体-电子工业的支柱 (SEMICON China; Mar 2015)

Tokyo Electron: Takashi Hayakawa - Equipment and Process Technologies for 3D Structural Devices (SEMICON China; Mar 2015)

北京七星华创电子: 张国铭 - 新机遇 ,新挑战,新格局 - 加快半导体设备的本地化制造 (SEMICON China; Mar 2015)

PWCA Decade of Unprecedented growth: China’s Impact on the Semiconductor Industry(Aug 2014)

Important Links


Company Market Data

Factory IconWhat ‘Made in China 2025’ can teach Trump’s America about reviving industry (S. China Morning Post; May 1, 2017)

chip imageHow semiconductor companies can win in China’s new landscape  (McKinsey, Mar 2017)
China Stock IconChina — #1 Spending Region for Fab Equipment (SEMI; Feb 14, 2017)


SEMICON China 2017  (March 14-16)

Red Chart Line IconFoxconn's Gou Meets With Trump, Mulls U.S. Investment Plans (Bloomberg; Apr 29, 2017)

Red Chip IconChina: Strong Market and Innovation in Packaging (SEMI; Mar 2016)

More Industry News

SEMI Market Data

EMDS  Chart /

Equipment Market Data Subscription (EMDS) 

FabView New!

Buckle Up for Record Spending in 2017 and 2018
(March 7, 2017)

Fab Investment Surge in China
(January 4, 2017)