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Chip toolmakers diverge: AI drives windfalls, China demand fades

Chiang, Jen-Chieh, Taipei; Levi Li, DIGITIMES Asia Wednesday 20 August 2025 0

Credit: AFP

Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming AI demand on one side and weakening orders from China on the other.

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