Chipmaking equipment suppliers faced a sales decline in Q1 2024, attributed to delayed investments in cutting-edge semiconductors. ASML, for instance, saw a 25% revenue drop but foresees a stronger second half of the year.
While overall revenues were hindered, memory demand surged due to the AI trend. Companies like Tokyo Electron witnessed revenue growth, particularly from DRAM and NAND makers.
Chinese market presents a significant growth opportunity, with chipmaking equipment revenue soaring by 116% in Q1. SEMI projects continued growth for Chinese chipmakers in both production capacity and revenue.
#chipmaking-equipment #revenue-decline #chinese-market-growth #memory-demand #semiconductor-industry
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