半导体・SPE 行业：强劲增长将持续至 2027 年-Semiconductor_SPE sector_ Strong growth to continue into CY2027. Fri Mar 13 2026
2026-03-17 02:07
J P M O R G A N Asia Pacific Equity Research 13 March 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Semiconductor/SPE sector Strong growth to continue into CY2027 We raise our WFE (wafer fabrication equipment) market forecasts. We now expect 21% YoY g ...