I guess this is why China revenue portion for the WFE guys hasn't started decelerating yet.
Everyone was guiding based on SMIC capacity plans but the smaller Hua Hong kicked in kept the numbers elevated. $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $ASML(ASML.US) $KLA $TE Connectivity(TEL.US)Source: Chips & Wafers
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments