05/23/2025, 07:45 AM UTC
韩国顶级芯片制造设备商因中国市场实现盈利增长Top South Korean fab equipment makers see earnings boost from China
➀ 韩国半导体设备制造商Park Systems和Jusung Engineering在2024年第一季度业绩亮眼，主要受益于中国市场销售增长；
➁ 在中美半导体竞争加剧的背景下，中国企业加速设备采购以提升自给能力，推动两家公司业绩上升；
➂ Park Systems超50%的季度营收及Jusung Engineering的40%营收来自中国，凸显中国市场对其战略意义。
➀ South Korean semiconductor equipment manufacturers Park Systems and Jusung Engineering reported strong Q1 2024 earnings, driven predominantly by sales in China;
➁ Their growth aligns with China's semiconductor self-sufficiency efforts amid US-China trade tensions, leveraging opportunities in advanced equipment procurement;
➂ Over 50% of Park Systems' revenue and 40% of Jusung Engineering's revenue in Q1 came from China, highlighting the region's strategic importance.
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