-- 据《日经亚洲》周三报道，2025年，马来西亚和新加坡在中国芯片制造设备进口中所占份额大幅增长，超过了美国。 报告显示，来自东南亚国家的进口额创历史新高，其中来自新加坡的进口额同比增长超过17%，达到57亿美元；来自马来西亚的进口额则增长超过一倍，达到34亿美元。 报告援引Needham & Co.半导体分析师Charles Shi的话称，这一增长主要源于美国芯片设备制造商在东南亚扩大产能，以满足非美国客户的需求。 报告援引中国海关数据称，美国进口额下降超过34%，至约20亿美元，创八年来新低。 报告指出，特朗普总统时期针对中国芯片制造行业的关税和出口管制措施的增加，导致了进口放缓。 然而，报告也指出，去年中国仍然是美国主要芯片设备生产商的重要收入来源。 《日经亚洲》报道称，按出货量计算，荷兰和日本仍然是中国关键半导体制造设备的主要海外来源国。 与此同时，报告指出，在政府大力推动国产设备发展的背景下，中国国内芯片制造设备制造业正经历实质性扩张。 （市场动态新闻来源于与全球市场专业人士的交流。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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