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"Mainland China's Semiconductor and Equipment Markets: Analysis and Manufacturing Trends" report from The Information Network This report analyzes Mainland China's semiconductor and equipment industries, examining the technical, economic, and political issues that are shaping this nascent industry China's rising investment in the semiconductor industry is growing TAM for local equipment makers. Based on the projects we track, we expect investments in new fabs or capacity expansion will exceed US$160bn in China over the coming 5-7 years; we expect this will drive an increase in China's equipment spending to more $40 billion in 2025, with sixty percent of the investments going...
