Greater China Semiconductors_ We expect WFE players to outperform in 2025
China Securities·2024-12-10 02:48
M Idea Greater China Semiconductors | Asia Pacific December 5, 2024 06:54 AM GMT We expect WFE players to outperform in 2025 We remain optimistic for China's wafer fab equipment (WFE) market, given robust capital investment from local memory and logic players and further share gains due to increased demand for localization. We expect 2025 to be a transition year for global WFE, with local China players to outperform: Following record outperformance by WFE stocks globally in 2024, lead by DRAM and China in p ...