Chinese chipmakers report '抢货潮' surge, lift semiconductor equipment order forecasts

Chinese semiconductor equipment makers have reported stronger order momentum in recent weeks, giving investors fresh material behind social-media claims of a domestic 抢货潮, or rush to secure tools. Public company disclosures and investor-event remarks show that 华海清科 and 中微公司 both described rising demand in 2026, though the companies did not use the phrase 抢货潮 in their own statements. The clearest verified change came from 中微公司, which was reported on May 15 to have raised its full-year intended order growth target. 华海清科, for its part, told investors in April that orders for multiple product lines were expanding and that orders on hand were ample. ### Where did the 抢货潮 claim come from? An X post dated May 22 circulated the idea that Chinese chip-equipment makers were seeing a 抢货潮 in domestic orders. The post named 华海清科 and 中微公司 and said both had lifted 2026 order expectations. Publicly available company materials support the broader point that orders are rising, but not every detail in the post could be matched to a primary filing. The term 抢货潮 appears to be investor shorthand rather than language used in the companies’ formal disclosures that were accessible in this review. (stcn.com) ### What did 华海清科 actually say? 华海清科 said at its April 23 earnings briefing that CMP equipment orders had “continued to maintain growth” and that advanced-process model order volume had grown notably, according to Securities Times’ report on the event. The company also said order releases were evident in thinning equipment, ion implantation, wet-process tools, wafer regeneration and maintenance services, while cutting and edge-polishing equipment had won orders from multiple customers. (stcn.com) It added that storage and logic customers made up a large share of the order mix and that advanced-packaging orders were taking a larger share. The same April 23 roadshow page shows 华海清科 held a 2025 annual and 2026 first-quarter investor briefing with Chairman and General Manager Wang Tongqing and other executives. The replay page itself does not display the full Q&A transcript in the tool output, but it confirms the event and participants. ### What changed at 中微公司? 中微公司 held its 2026 first-quarter earnings briefing on May 13. (stcn.com) At that event, Chairman Yin Zhiyao said shipments of high-end etch products for advanced logic and memory manufacturing had risen sharply, and that several key etch processes for advanced logic mid-end and high-aspect-ratio memory applications had achieved large-scale production. (roadshow.sseinfo.com) Economic Observer reported on May 15 that 中微公司 raised its 2026 full-year intended order growth forecast from about 30% to more than 50%. That is the most specific verified upward revision tied to the recent discussion. The same report said the company’s first-quarter net profit rose 197.2% year on year. 中微公司’s first-quarter report shows revenue of 2.915 billion yuan and net profit attributable to shareholders of 930 million yuan. (wap.eastmoney.com) ### Does the available evidence prove a broad domestic buying rush? April and May disclosures show stronger demand at two prominent Chinese equipment suppliers, especially in CMP and etch tools tied to memory, logic and advanced packaging. 华海清科 said it had sufficient orders on hand, while 中微公司 described sharply higher shipments in advanced products and, according to Economic Observer, lifted its annual order-growth expectation. (eeo.com.cn) The accessible source record is still narrower than the social-media framing. No primary filing reviewed here stated that the whole domestic market was in a 抢货潮, and the clearest quantified forecast change was reported for 中微公司 rather than directly visible in a filing excerpt. What is verified is that both companies described stronger order activity in spring 2026. ### What should investors watch next? (stcn.com) May and June investor updates will be the next places to look for harder numbers on backlog, contract liabilities and shipment pace. 中微公司’s next formal disclosures and 华海清科’s follow-up responses on the Shanghai Stock Exchange roadshow platform are the most direct channels for any further changes to 2026 order guidance. (roadshow.sseinfo.com) (stcn.com)