SME market in China Many global SME manufacturers derived a substantial share of revenue from China in 2023 Headquarters Company revenue and share of revenue from China, 2023 European Union Israel 70% Japan Korea 60% Singapore a Taiwan n i h 50% United States C m o r f 40% e u n e v e r 30% f o e r a 20% h S 10% 0% $0B $2B $4B $6B $8B $10B $12B $14B $16B $18B $20B $22B $24B $26B $28B $30B Revenue Notes/Sources: The data are for calendar year 2023, except Applied Materials (year ending January 28, 2024), Lam Research (year ending December 24, 2023), Kokusai Electric (share to China in April to December 2023 and projected revenue for the fiscal year ending March 2024), and Kulicke & Soffa and Jusung Engineering (year ending September 30, 2023). Lasertec Corp. revenue are sales to “Other Asia,” which accounted for 7 percent of 13 revenue. The data are based on company regional definitions as included in financial reports and may include sales of equipment or services that are not related to SME. The data include major SME equipment manufacturers for which China breakouts were available. Bloomberg Finance L.P.; company financial reports.