中国晶圆制造设备进口追踪（2026 年 1-2 月）-同比下降 23%，或为春节（CNY）导致的月度波动_ China WFE Import Tracker (Jan & Feb 2026)_ YoY -23% but could be just monthly fluctuation due to CNY
2026-03-30 05:1523 March 2026 Global Semiconductor Capital Equipment Juho Hwang +852 2123 2632 juho.hwang@bernsteinsg.com Carmine Milano +44 20 7762 1857 carmine.milano@bernsteinsg.com China WFE Import Tracker (Jan & Feb 2026): YoY -23% but could be just monthly fluctuation due to CNY Qingyuan Lin, Ph.D. +852 2123 2654 qingyuan.lin@bernsteinsg.com Stacy A. Rasgon, Ph.D. +1 213 559 5917 stacy.rasgon@bernsteinsg.com David Dai, CFA +852 2918 5704 david.dai@bernsteinsg.com Zheng Cui +852 2123 2694 zheng.cui@bernsteinsg.com We ...