Who Are the Core Customers in NAURA Technology GroupLtd Company's Target Market?

NAURA targets large integrated circuit manufacturers such as SMIC, Yangtze Memory Technologies (YMTC), and ChangXin Memory Technologies (CXMT) who buy high – volume etch, PVD, CVD, and thermal tools; these customers drive the bulk of equipment revenue and capacity demand.

Secondary segments include SiC and GaN power device manufacturers for EVs and high – efficiency solar cell producers; these buyers seek process tools for high – temperature, epitaxy, and packaging prep and represent diversification beyond logic/memory.

NAURA serves business and institutional buyers – integrated device manufacturers (IDMs), contract foundries, and procurement managers at state-owned and private fabs – focusing on capital equipment purchases and long – term service contracts.

The logic and memory fab segment is most important: as of FY2025 NAURA reported equipment sales concentrated in wafer fab tools with domestic fab orders comprising the majority of China revenue; winning SMIC, YMTC, and CXMT yields both scale and political strategic value for domestic supply – chain localization. Read more on Ownership and Control of NAURA Technology GroupLtd Company Ownership and Control of NAURA Technology GroupLtd Company

NAURA Technology GroupLtd finds primary demand in China's mature-node fabs (28nm+) and new Giga-fabs in Shanghai, Beijing, and Wuxi, where domestic IC investment fuels equipment purchases; the China Integrated Circuit Industry Investment Fund underpins multi – billion dollar capex that drives orders.

Secondary demand stems from power semiconductor makers (SiC for EV inverters) and 3D NAND manufacturers pushing >232 layers; these verticals require NAURA customers semiconductor equipment such as high-aspect-ratio etchers and implant/anneal tools.

NAURA Technology GroupLtd is strongest in reach and revenue mix within Chinese fabs, supplying tools to semiconductor fabs and foundries, IDMs, and OSATs; in 2025 domestic OEM and IDM procurement accounted for the bulk of tool sales and service contracts.

Fastest growth in 2025 – 2026 is in power devices – domestic EV production rose 25 percent year – over – year, boosting SiC inverter demand – and in 3D NAND scaling beyond 232 layers, increasing need for NAURA target market customers to buy advanced etch and deposition equipment; Southeast Asia shows potential but remains <10 percent of sales.

NAURA wins NAURA Technology Group core customers and NAURA target market customers by moving from wafer – processing tools into vacuum systems and high – margin components, so each existing semiconductor fabs and foundries buyer increases spend. The 35 billion RMB order backlog projected for 2025/2026 and a 35% domestic market share in key segments accelerate entry into IDMs, OSATs, and logic and memory fabs.

Retention relies on sticky service contracts, long qualification cycles, and integration of NAURA Technology equipment into critical fab process flows – making displacement costly for procurement managers buying NAURA semiconductor equipment. After qualification, replacement rates fall and aftermarket revenue rises.

NAURA secures repeat demand from NAURA customers semiconductor equipment through multi – year service and spare – parts contracts, platform commonality across fabs, and upgrades that drive renewals. This produces high customer depth among NAURA customers in China and global markets and strong aftermarket margins.

The dominant lever is localization: as semiconductor fabs and foundries shift to domestic sourcing, NAURA benefits as the primary supplier – supported by a projected > 35 billion RMB backlog and 35% share – making NAURA customers in logic and memory fabs and power device manufacturers more likely to buy NAURA target customers for wafer fabrication tools. Read more on strategy in Sales and Marketing Strategy of NAURA Technology GroupLtd Company.