US and Japanese firms' China revenue versus Hwatsing's revenue (USD billions)
The Hwatsing bar is its total company revenue, roughly 99% of which is earned in China; the other bars are each incumbent's China revenue only. The Ebara figure is group-wide revenue across all segments including pumps — Ebara does not disclose China revenue for its semiconductor business separately. Applied Materials' figure sums quarterly China shares of revenue over its fiscal year ended October 2025; DISCO's fiscal year ended March 2026. Converted at annual-average exchange rates (¥7.18 per dollar; ¥149–151 yen per dollar).