China CVD Equipment Exports: A Two-Month Breakout
Semiconductor equipment data
Explore CVD equipment trade
Keep deposition equipment separate from chips and the residual apparatus line.
Current published trade snapshot
CVD equipment exports · 2026-08 · GACC customs USD · Release 2026-09-21T093840Z
- Monthly export value
- $227.25M
- Same-month YoY
- +1308.0%
- Observed trend window
- 2025-01 – 2026-08
| Product | Monthly USD | YoY | MoM | YTD YoY |
|---|---|---|---|---|
| CVD equipment exports | $227.25M | +1308.0% | -2.5% | +220.4% |
| Other semiconductor apparatus | $52.89M | +8.0% | +3.2% | +59.6% |
- CVD equipment exports · HS 84862021
- Other semiconductor apparatus · HS 84862090
View monthly values
| Month | CVD equipment exports (USD) | Other semiconductor apparatus (USD) |
|---|---|---|
| 2025-01 | 16,407,998 | 17,724,444 |
| 2025-02 | 31,023,813 | 7,564,618 |
| 2025-03 | 80,558,033 | 26,961,907 |
| 2025-04 | 40,511,284 | 84,103,646 |
| 2025-05 | 3,783,634 | 18,720,989 |
| 2025-06 | 19,097,025 | 14,780,861 |
| 2025-07 | 9,002,876 | 30,103,617 |
| 2025-08 | 16,139,214 | 48,961,586 |
| 2025-09 | 20,785,970 | 21,433,925 |
| 2025-10 | 38,616,884 | 40,952,488 |
| 2025-11 | 12,800,392 | 28,513,105 |
| 2025-12 | 60,296,988 | 49,825,630 |
| 2026-01 | 11,344,331 | 35,072,135 |
| 2026-02 | 42,905,223 | 38,835,131 |
| 2026-03 | 20,941,306 | 53,266,890 |
| 2026-04 | 36,037,657 | 57,477,401 |
| 2026-05 | 36,768,818 | 52,092,045 |
| 2026-06 | 85,489,115 | 56,365,210 |
| 2026-07 | 233,009,684 | 51,250,364 |
| 2026-08 | 227,247,267 | 52,893,669 |
Leading reported destinations · CVD equipment exports · 2026-08
| Partner | USD value | Share |
|---|---|---|
| United States | $214.94M | 94.6% |
| Türkiye | $6.03M | 2.7% |
| Malaysia | $4.17M | 1.8% |
| South Korea | $2.05M | 0.9% |
| Taiwan | $54,275 | 0.0% |
Leading reported destinations · Other semiconductor apparatus · 2026-08
| Partner | USD value | Share |
|---|---|---|
| United States | $22.65M | 42.8% |
| Malaysia | $14.96M | 28.3% |
| Thailand | $4.95M | 9.4% |
| India | $2.46M | 4.6% |
| Singapore | $1.72M | 3.2% |
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The snapshot refreshes after a promoted release and site rebuild. The dated analysis below remains tied to its stated source period. USD values do not establish physical quantities or AI end use. Partner previews state their own month; an omitted partner is not zero.
China CVD equipment exports reached $227.25 million in August 2026, up 1,308.0% year on year. July had already reached $233.01 million, a 172.6% monthly increase. August's 2.5% monthly decline left export value close to that July level.
That is a stronger research signal than an isolated annual percentage: two consecutive months remained near $230 million. It is still too early to call this a permanent plateau or an industry-wide equipment boom. The dated evidence below is separate from the automatically refreshed snapshot.
Which semiconductor equipment does the CVD code cover?
HS8 84862021 covers chemical vapour deposition equipment for manufacturing semiconductors or integrated circuits. CVD forms deposited films in fabrication processes. This product line gives equipment researchers a narrower starting point than either all semiconductor machinery or the HS 8542 chip export heading.
The official customs definition remains the boundary. A CVD export total is not domestic fab investment, a manufacturer's revenue, or the market share of Chinese-owned equipment brands. Country-of-export data and ownership are different measures.
July's surge persisted in August
| Month | CVD equipment exports, USD million |
|---|---|
| August 2025 | 16.14 |
| May 2026 | 36.77 |
| June 2026 | 85.49 |
| July 2026 | 233.01 |
| August 2026 | 227.25 |
August was 14.08 times August 2025's value: “14 times the level” and “a 1,308% increase” describe the same calculation. Neither says fourteen times as many machines were exported.
January–August export value reached $693.74 million, up 220.4% from the matching 2025 period. The earlier January–July growth rate therefore should not stand in for the latest cumulative result. July and August together accounted for roughly 66.3% of the eight-month value, illustrating how concentrated the increase is in recent deliveries.
A useful persistence screen asks whether the previous month's increase exceeded 100% and the current month retained at least 80% of that value. This sequence qualifies. It is a screening description, not a forecast that September will sustain it.
Compare equipment types without treating a residual line as the total
The other semiconductor apparatus line, HS8 84862090, recorded $52.89 million in August, up 8.0% year on year. CVD's much larger annual increase is consequently product-specific; it cannot be applied to all equipment exports.
That residual code is not the entire semiconductor equipment sector. Researchers comparing CVD with PVD, etching, lithography and thermal-processing equipment must verify each tariff scope, published coverage and classification year. A complete equipment-type growth ranking needs the complete comparable selection, not just the fastest two examples.
August destinations differ from the earlier cumulative ranking
| August 2026 reported destination | USD million | Share |
|---|---|---|
| United States | 214.94 | 94.6% |
| Türkiye | 6.03 | 2.7% |
| Malaysia | 4.17 | 1.8% |
| South Korea | 2.05 | 0.9% |
| Taiwan | 0.05 | less than 0.1% |
The US dominated August's published destination values. Earlier January–July claims about Singapore are a different period and must be checked against a complete partner-month series before being compared. Singapore does not appear in this August top-five preview; that preview alone is not proof of zero trade.
Concentration is relevant for researchers assessing whether project deliveries or shipment timing could explain the pattern. Customs values cannot identify a named fab, customer contract or final installation site.
Can we calculate value per machine?
The published detailed payload includes a quantity field. A defensible USD-per-machine series also needs the declared unit, the primary/secondary-unit distinction and comparable coverage. The current shared panel presents USD values and does not relabel an unverified quantity field as machines or kilograms.
Even with a verified count, implied value per machine would be a customs ratio influenced by equipment configuration and product mix. It would not be a quoted price for a standard deposition system.
Follow the semiconductor supply chain
The advanced-manufacturing hub connects equipment with chips, wafers and computing products. Its chart CSV contains the CVD and other-apparatus value series. Use the IC export analysis for chip composition and computer-parts analysis for a separate downstream comparison. Existing API documentation covers data access.
FAQ
What is the China customs code for semiconductor CVD equipment?
The site's national eight-digit product page is HS 84862021. It is narrower than all semiconductor manufacturing equipment and distinct from integrated-circuit exports.
Does a two-month high prove a lasting breakout?
No. It identifies persistence worth investigating. More months, complete destination history and consistent quantities are needed to assess durability.
Source and coverage: GACC published R2 release 2026-09-21T093840Z; HS8 84862021 and 84862090 exports, comparable 2025/2026 months and August 2026 destinations. USD calculations use unrounded observations. Publication review: October 4, 2026.