ab 20 July 2026 Global Research China Semi Equipment China SPE imports flattish in June, imports from Japan break eight-month decline June SPE imports up 59% MoM; solid demand from Shanghai/Beijing fabs China's semiconductor production equipment (SPE) imports were up 59% MoM to US $3.0bn in June, while the YoY decline narrowed to -2% for the month from -12% YoY in 5M26. Within this, we still saw solid demand growth in two major semiconductor manufacturing hubs in China, ie, Shanghai (+38% YoY) and Beijing ( ...