China's Etch Equipment Imports Fall 18% as North Star Semiconductor Leads Market

According to SemiAnalysis, China's front-end etch equipment imports declined 18% year-over-year as of June 26, as domestic substitution accelerates in the sector. The research firm noted that etch equipment replacement is advancing faster than deposition equipment, with deposition imports up 3% in the same period. SemiAnalysis identified North Star Semiconductor as a key driver, with the company holding the leading market share in ICP etching at Changxin Storage.
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