Global Semi: South Korea Equipment Import Tracker (Jun 26): Import +39% YoY

研报英文原文证据摘录

Global Semi: South Korea Equipment Import Tracker (Jun 26): Import +39% YoY

16 July 2026

Global Semiconductors

Global Semi: South Korea Equipment Import Tracker (Jun 26):

Import +39% YoY

Korea Customs Service released Jun 2026 semiconductor equipment import data on July David Dai, CFA

+852 2918 5704 15th. We have extracted and analyzed relevant information that has strong significance

david.dai@bernsteinsg.com for our coverage companies. The import data can be downloaded here: South Korea SPE

Import.

Mark Li

+852 2123 2645

mark.li@bernsteinsg.com Strong Korean SPE imports. Overall, South Korean semi equipment imports in June

were globally +39% YoY / +12% MoM. YTD YoY % was flat from May at 39%. Imports for

Juho Hwang Japanese SPE were +19% YoY and +10% MoM.

+81 3 6777 6980

juho.hwang@bernsteinsg.com Strong tester import. Advantest’s memory tester revenue has good correlation with South

Korea tester import data, which was +71% MoM / +154% YoY. Regression suggests

Carmine Milano, CFA

+44 20 7762 1857 Advantest to see a +115% QoQ increase in JunQ South Korea tester revenue although

carmine.milano@bernsteinsg.com recent correlation has been slightly weaker. For reference, consensus projects Advantest

revenue to be +2% QoQ, to which Korean import suggests upside.

Jack Lin

+852 2123 2683 Litho imports point to continued very strong momentum. South Korea’s WFE

jack.lin@bernsteinsg.com

equipment imports from the Netherlands reached €916mn in June, down -1% MoM and

69% YoY. On a quarterly basis, Q2 imports declined 10% sequentially but up ~120% Edward Hou, CFA

+852 2123 2623 compared to Q2 2025. Based on our model, we estimate ASML Korea’s Q2 system sales at

edward.hou@bernsteinsg.com approximately €2.27bn, down 20% sequentially but more than doubling YoY. ASML actual