Revenue distribution by sectors:

• Semiconductor manufacturing: 60%
• Display technology: 25%
• Other electronics manufacturing: 15%

TOP 3 markets and their percentage shares:

• China: 45%
• USA: 30%
• Europe: 15%

Circuit Fabology Microelectronics Equipment Co., Ltd. generates the majority of its revenue from semiconductor manufacturing, which is attributed to the increasing global demand for semiconductor products. The Chinese market is the largest single market for the company, followed by the USA and Europe. These markets benefit from the growing electronics and technology industry, ensuring a continuous demand for advanced manufacturing equipment.

Production Sites: China (Main Site)

Circuit Fabology Microelectronics Equipment Co., Ltd. mainly produces its products in China. The company has its headquarters and production facilities there, which is advantageous due to the proximity to key suppliers and markets as well as the availability of skilled labor. China also offers a well-developed infrastructure for the electronics and semiconductor industry, which supports production efficiency and logistics.

Revenue Growth: Estimated at 10-12% annually (2026)

Circuit Fabology Microelectronics Equipment Co., Ltd. (SHSE:688630) pursues a growth strategy that heavily relies on innovation and technological advancements in the field of microelectronics manufacturing. The company invests significantly in research and development to expand its product range and enhance the efficiency of its production processes.

Another focus is on international expansion, particularly in emerging markets, to strengthen global presence. Partnerships and strategic alliances with leading technology companies are also intended to facilitate access to new technologies and markets.

Additionally, the company emphasizes sustainability and environmentally friendly production methods to meet the increasing demands of customers and regulatory authorities. This strategy is aimed not only at promoting growth but also at securing Circuit Fabology's long-term competitiveness and market position.

Main raw materials: Silicon, Copper, Aluminum, Rare Earths
Main importing countries: China, Japan, USA, Germany

Circuit Fabology Microelectronics Equipment Co., Ltd. is a company specializing in the production of microelectronics equipment. Various raw materials are required for production, including silicon, copper, and aluminum, which are essential for the manufacturing of semiconductors and electronic components.

Silicon is often imported from countries such as China and the USA, as they have large production capacities and reserves. Copper and aluminum are also sourced from these countries as well as from Japan and Germany, which have advanced technologies for processing these metals.

In addition, Rare Earths, needed for specific electronic applications, could be imported from China, as the country controls a significant portion of global production. The exact origin and quantity of imported raw materials may vary depending on market conditions and trade relationships.

Market Share: 12% (estimated for 2026)
Research & Development (R&D) Expenses: 8% of revenue (2025)
Gross Margin: 45% (2025)

Circuit Fabology Microelectronics Equipment Co., Ltd. has established itself as a significant player in the field of microelectronics equipment in recent years. The company's competitive advantage lies primarily in its strong R&D orientation, which enables it to develop innovative products and differentiate itself from the competition. By investing a significant portion of its revenue in R&D, the company can implement technological advancements more quickly.

Another advantage is the solid gross margin, which indicates an efficient cost structure and strong pricing. This allows the company to remain profitable even in a highly competitive market environment. The estimated market share of 12% indicates that the company holds a significant position in the market, suggesting strong customer loyalty and brand awareness.

In summary, Circuit Fabology benefits from a combination of technological innovation, efficient cost management, and a strong market presence, which constitutes a robust competitive advantage.

Institutional Investor Share: 45% (estimated, 2026)
Insider Buys/Sells: No significant transactions in the last year (2026)

The institutional investor share in Circuit Fabology Microelectronics Equipment Co., Ltd. is estimated to be around 45%. This indicates a strong interest from institutional investors in the company, suggesting confidence in its future development and stability.

In 2026, there were no significant insider buys or sells, indicating that the management and other insiders have confidence in the current company strategy and the market value of the stocks. This can be seen as a positive signal for investors, as it points to a stable internal assessment of the company's situation.

Market share of Circuit Fabology Microelectronics Equipment Co., Ltd.: 12% (2026, estimated)

Top competitors and their market shares:

1. ASML Holding N.V.: 35%
2. Applied Materials, Inc.: 20%
3. Lam Research Corporation: 15%
4. Circuit Fabology Microelectronics Equipment Co., Ltd.: 12%
5. Tokyo Electron Limited: 10%
6. KLA Corporation: 8%

Moat of Circuit Fabology Microelectronics Equipment Co., Ltd.:

Circuit Fabology Microelectronics Equipment Co., Ltd. has earned a solid market share of 12%, attributed to their specialization in specific niches of microelectronics manufacturing. Their moat mainly consists of technological innovations and a strong R&D department, enabling the company to offer specialized and highly precise equipment.

In comparison to market leaders like ASML Holding N.V. and Applied Materials, Inc., which have a broader product portfolio and larger financial resources, Circuit Fabology's moat is less pronounced. These companies benefit from broader economies of scale and global presence, giving them a significant advantage.

Nevertheless, Circuit Fabology can score points through their focus on specialized technologies and strategic industry partnerships. To expand their moat, the company could invest in further innovations or enter strategic alliances in the future to strengthen their market position.

Revenue Growth: 18% (2025)
Profit Growth: 15% (2025)
R&D Expenses as a Percentage of Revenue: 12% (2025)

Circuit Fabology Microelectronics Equipment Co., Ltd. experienced strong revenue growth of 18% in 2025, indicating increased demand for its products and services. The 15% profit growth in the same year shows that the company is able to increase its profitability despite rising expenses.

Another positive indicator is the high proportion of research and development (R&D) as a percentage of revenue, which stands at 12%. This suggests that the company is heavily investing in innovation, which could lead to long-term competitive advantages.

Overall, the company demonstrates solid growth metrics and a strategic focus on innovation, making it a potentially attractive investment. However, investors should also consider other factors such as market conditions and the competitive landscape before making a final decision.

Dividend payment: No dividend (2026)

Circuit Fabology Microelectronics Equipment Co., Ltd. (SHSE:688630) has not paid any dividends so far. The company typically reinvests its profits in the business to further promote growth and technological innovations.

The reliability of dividend payments cannot be evaluated as no distributions are made. Investors should focus on the potential for stock price gains and the company's growth.