Japan Chip Gear Sales Seen Climbing 15% This Fiscal Year on AI

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Sales of Japanese chipmaking tools is expected to rise 15% in the year to March 2025, thanks to an AI-fueled recovery in spending on memory capacity, an industry group said.

The Semiconductor Equipment Association of Japan lifted its annual outlook to ¥4.25 trillion ($26 billion), up from a previous forecast of ¥4.03 trillion. Increased investment by logic foundries is expected to boost sales another 10% in the year to March 2026 to ¥4.68 trillion, it said, with sales seen rising further to ¥5.15 trillion in the year ending March 2027.