Applied Materials – WFE Market Demand & Capacity Outlook

  • Public Equity
  • TMT
  • North America


Former senior executive at Applied Materials


  • WFE (wafer fab equipment) demand outlook across logic, foundry, DRAM and NAND
  • Evolution of customer spend on WFE and foundry CAPEX projections
  • Pricing trends, gross margin considerations and revenue evolution
  • Impact of EUV (extreme ultraviolet) shift
  • Capacity utilisation, supply chain dynamics and expansion outlook


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