News

SEMICON China features major presence from Tokyo Electron, ASML, and Hanmi Semiconductor despite domestic focus

Friday, March 27, 2026 at 08:41 PM

Observations from SEMICON China highlight a massive scale with participation from major global equipment vendors alongside a dominant domestic Chinese presence. Large-format equipment, potentially for flat panel displays or large-panel packaging, was prominently displayed.

Context

The SEMICON China 2026 trade show opened this week in Shanghai, showcasing a resilient international presence despite intensifying geopolitical pressures. While domestic firms dominated the floor, global giants ASML, Tokyo Electron (TEL), and Hanmi Semiconductor maintained high profiles. TEL used the venue to highlight AI-driven innovations, with executives presenting on heterogeneous integration and DX solutions for smart manufacturing. This participation aligns with SEMI China's aggressive growth forecast, with President Feng Li stating at a March 10 press conference that global semiconductor sales have an "opportunity to achieve" the $1 trillion mark by 2026, four years ahead of previous industry estimates. The event occurs as Chinese leadership accelerates a national push for technological self-reliance to bypass Western export controls. Earlier this month, top executives from Naura Technology, YMTC, and Empyrean Technology called for a coordinated effort to develop domestic lithography systems during the 2026-2030 period. The continued presence of Western and South Korean equipment leaders at SEMICON China underscores the region's status as a critical market, even as the focus shifts toward legacy nodes and advanced packaging to mitigate restrictions on high-end sub-7nm logic production.

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