July 1, 2025 03:00 AM GMT Technology - European Semiconductors | Europe Our takes from Taiwan We spent last week meeting contacts in Taiwan and left feeling confident that robust China spending will lift WFE estimates. EDA is attractive, but we acknowledge a wide range of potential outcomes on key debates: China and AI. The latter drives strong growth in the power segment, but a nuanced view is required. Key Takeaways WFE equipment (ASML, ASM, VAT Group) China stays stronger for longer… If there was one con ...