Chinese equipment makers are winning a larger share of the spending inside China's own chip industry. As that happens, it becomes important to keep an eye on what is happening to the share held by non-Chinese suppliers. This page tracks one indicator of it: how much of each foreign equipment maker's revenue comes from customers in China, for fiscal years 2021 to 2026, with five years for each company.
The companies cover the United States (Applied Materials, Lam Research, KLA, Axcelis), Europe (ASML, ASM International) and Japan (Tokyo Electron, Kokusai Electric, SCREEN Holdings). Ebara and Nikon are drawn with dashed lines because their figures cover the whole company, including non-chip products. Canon is left out because it does not report China separately.
China's share rose sharply in the fiscal year ending in 2024, to between 36% and 46% at the seven companies with complete filing data. ASML moved furthest: its share was about 14% in 2021 and 2022, roughly half the level at its US and Japanese peers, and reached 36% in 2024. Since then the share has come down from its peak at every one of the seven. Lam, at 33.7% in fiscal 2025 and 33.8% in fiscal 2026, was flat over the latest year.
The share is still well above where it started. In the latest fiscal year all seven remain between 29% and 39%, higher than their 2022 and 2023 levels. Fiscal years end in different months (March for the Japanese companies, June for Lam and KLA, October for Applied and December for ASML and Axcelis), so figures in the same column cover offset periods. Axcelis, at 42% in 2025, is below its 2023 level of 46% but is measured on a different basis, described below.
The measure is a company's revenue from customers located in China, so it includes multinational chipmakers' fabs in China as well as Chinese chipmakers. Lam said on its fiscal fourth-quarter 2026 call that these two groups moved in opposite directions that quarter. The figure on this page therefore shows how exposed each supplier is to China as a place, not how it is doing with Chinese-owned customers alone.
Collection method. The data was collected by an AI agent using the dfin.pro MCP. The agent located each figure in the companies' annual reports and earnings-call transcripts and compiled them here.
How to read the chart. The page opens with one small chart per company, all on the same 0 to 60% scale so the heights can be compared across cards. The horizontal axis is the calendar year in which each fiscal year ends, so Tokyo Electron's year ended March 2026 appears under 2026 and Lam's year ended June 2026 also appears under 2026. The large figure is the company's latest fiscal year, and the line beneath it gives the change from the company's highest filing figure. A solid line joins years that are measured the same way, and a dashed line marks the whole-company figures for Ebara and Nikon. A hollow marker with no line is a figure on a different basis, described below. The US, European and Japanese buttons show one region at a time, and the table lists every value with a link to its source.
Peer median. The grey line on every card is the median of the seven equipment makers with filing figures (Applied, Lam, KLA, ASML, Tokyo Electron, Kokusai and SCREEN). It is drawn only for years in which all seven have reported, which is 2022 to 2025, so the median always covers the same companies.
Overlay view. The Overlay button draws every company on one chart, coloured by region, with each company labelled on the right at its latest value. Hover over a year to see every company's figure for that year.
Basis. Applied, Lam, KLA, ASML, Tokyo Electron, Kokusai, SCREEN, Ebara and Nikon: China revenue divided by total revenue, from the revenue-by-geography tables in the annual reports, by customer location. Applied, Lam, KLA and SCREEN print their own percentages, and these figures match them. Tokyo Electron's fiscal 2026 figure matches the 34.1% management gave on its call. Kokusai's fiscal 2022 figure comes from its 2024 securities registration statement, because the company listed in October 2023.
Axcelis. Axcelis' 10-K does not break out China, so its figures come from its fourth-quarter earnings calls. The 2021 and 2022 figures are shares of system shipments, 2023 is a share of system revenue, and 2025 is a share of total revenue. For 2024 the call gave only the quarter, at 49% of system sales, so no annual figure is shown.
ASM International. The 2022 figure is management's statement that China equipment sales were 16% of total sales. The 2025 figure is management's estimate on the October 2025 call, of "approximately 30%". For 2023 management said only "a significant percentage". No figure is plotted for 2021 or 2024.
Whole-company groups. Ebara includes pumps and environmental plants, and Nikon includes cameras and microscopes, so their shares are not comparable with the pure equipment makers. Canon discloses only Japan, the Americas, Europe and Asia/Oceania, and states that no country other than Japan and the United States exceeds 10% of sales.
Coverage. A blank cell in the table means the figure was not collected or the fiscal year has not ended. Applied's fiscal year ends in October, so its 2026 figure follows its annual report. Data as of 18 October 2026.