Japan/EU Semi Taiwan Import Tracker (Jun 26): SPE import +58% YoY

研报英文原文证据摘录

Japan/EU Semi Taiwan Import Tracker (Jun 26): SPE import +58% YoY

12 July 2026

Japan and EU Semiconductors

Japan/EU Semi Taiwan Import Tracker (Jun 26): SPE import +58%

YoY

David Dai, CFA MOF Taiwan released Jun 2026 semiconductor equipment import data on July 10th. We

+852 2918 5704 have extracted and analyzed relevant information that has strong significance for our

david.dai@bernsteinsg.com coverage companies. The relevant Taiwan SPE import data can be downloaded here:

Taiwan SPE Import.

Juho Hwang

+81 3 6777 6980

juho.hwang@bernsteinsg.com SPE import +58% YoY, +46% MoM. Overall, Taiwan semi equipment imports YoY in Jun

was +58% globally / +44% from Japan. MoM shows a strong uptick from May — globally

Carmine Milano, CFA +46% and +67% from Japan. 3-month moving average is up +8% for global, and +6% for

+44 20 7762 1857 Japan SPE. The strong capex from Taiwan foundry continues to drive strong YoY growth,

carmine.milano@bernsteinsg.com

which supports our positive view on Japan / EU SPE.

Jack Lin

+852 2123 2683 +4% MoM in Tester import. Advantest SoC tester revenue is highly correlated to the

jack.lin@bernsteinsg.com Taiwan tester import data which was up +4% MoM, and +6% YoY. 3-month average was

-6% MoM. Our regression analysis suggests +5% QoQ for Advantest Taiwan sales with 3-

month data, which suggests slight upside to consensus JunQ revenue of +2% QoQ.

June TW litho imports were very strong at €1.2bn, up 120% MoM and up 44%

YoY. On a quarterly basis, imports were €2.62bn, up ~80% QoQ. This was largely

driven by the very strong June imports, the third-highest monthly level on record. Our

regression model indicates Taiwan quarterly system sales for ASML of €2.66bn, rising

84% sequentially and 36% YoY, representing the second-strongest quarter on record for