Etching and deposition equipment
Search documents
Up 33% YTD, This Stock Isn’t Making Headlines, But Investors Keep Buying
Yahoo Finance· 2026-03-20 21:07
Turning to its segment performance, foundry revenue accounted for 59% of systems revenue in the quarter, highlighting a shift toward foundry demand, fueled by leading-edge investments and continued spending in mature nodes, particularly in China. Meanwhile, memory revenue accounted for 34%. Within memory, DRAM strength stood out, supported by investments in HBM and node transitions. Notably, DRAM revenue went up to 23%, while NAND was 11%. Management emphasized that demand for advanced packaging, particular ...