Yin Zhiyao
Chairman and General Manager of Advanced Micro-Fabrication Equipment Inc. China (AMEC), a veteran entrepreneur in the semiconductor equipment field who offers in-depth observations and judgments on semiconductor industry cycles and the AI investment boom.
Timeline (last 90 days)
Dr. Yin Zhiyao, Chairman and General Manager of AMEC, launched an initiative for co-building the semiconductor industry ecosystem at this year's Bay Chip Expo.
Yin Zhiyao, chairman and general manager of AMEC, judges that the number of domestic semiconductor equipment companies is at least 500 at a conservative estimate and at most close to 1,000, and referring to the U.S. landscape where only a few dozen remain after consolidation, perhaps only a few dozen will ultimately survive in China, with about 90% of vendors being eliminated.
Yin Zhiyao pointed out that from 1984 to 2026 the annual increase/decrease curve of global semiconductor industry CAPEX has fluctuated sharply, with a one-year increase reaching 100% or a one-year decline of 30%.
All Facts (3)
Yin Zhiyao pointed out that from 1984 to 2026 the annual increase/decrease curve of global semiconductor industry CAPEX has fluctuated sharply, with a one-year increase reaching 100% or a one-year decline of 30%.
50%UnverifiedDr. Yin Zhiyao, Chairman and General Manager of AMEC, launched an initiative for co-building the semiconductor industry ecosystem at this year's Bay Chip Expo.
50%UnverifiedYin Zhiyao, chairman and general manager of AMEC, judges that the number of domestic semiconductor equipment companies is at least 500 at a conservative estimate and at most close to 1,000, and referring to the U.S. landscape where only a few dozen remain after consolidation, perhaps only a few dozen will ultimately survive in China, with about 90% of vendors being eliminated.
50%