半导体行业-日本 SEMICON 展会要点-Semiconductors-Weekly SEMICON Japan Takes

December 22, 2025 01:18 AM GMT Semiconductors | North America Weekly: SEMICON Japan Takes We come out of SEMICON Japan more positive on the operating environment as companies called out a DRAM and leading logic uptick. We attended SEMICON Japan. For a more detailed recap, see Semiconductor Production Equipment: SEMICON Japan 2025 (19 Dec 2025). Incrementally more positive on the near-term. The Japan SPE supply chain has clearly seen an uptick over the last month or so with sub-system players talking about a ...