Recently, data from the Electronic Disclosure System of South Korea's Financial Supervisory Service revealed that in 2025, both Jusung Engineering and PSK, South Korean semiconductor equipment suppliers, experienced a sharp revenue decline of over 40% in the Chinese market. Behind this phenomenon lies the proactive adjustment of investment strategies by CXMT, a leading Chinese DRAM manufacturer, coupled with the accelerated localization of China's semiconductor equipment, which has dealt a substantial blow to South Korean equipment suppliers.