WFE Sector Update – Semiconductor Capital Equipment Market – Outlook for H2 2022 & Beyond

  • Public Equity
  • TMT
  • North America


Former SVP at Lam Research Corp


  • Semiconductor capital equipment market's overall operating environment
  • WFE (wafer fab equipment) spend in H2 2022 and 2023 through logic, foundry, IDM (integrated device manufacturer) and memory
  • Competitive positioning and market share across players such as KLA, Applied Materials, Nova (TLV: NVMI), Tokyo Electron (TYO: 8035) and more
  • Demand outlook across geographies, capacity across Intel (NASDAQ: INTC), TSMC (NYSE: TSM) and Samsung (LON: SMSN), and transistor architecture advancements
  • Impact of China's growth and geopolitical nuances, including impact of growing government subsidies


Gain access to Premium Content

Submit your details to access up to 5 Forum Transcripts or to request a complimentary one week trial.

    One week, unlimited access to over 40,000 transcripts
The information, material and content contained in this transcript (“Content”) is for information purposes only and does not constitute advice of any type or a trade recommendation and should not form the basis of any investment decision.This transcript has been edited by Third Bridge for ease of reading. Third Bridge Group Limited and its affiliates (together “Third Bridge”) make no representation and accept no liability for the Contentor for any errors, omissions or inaccuracies in respect of it. The views of the specialist expressed in the Content are those of the specialist and they are not endorsed by, nor do they represent the opinion of, Third Bridge. Third Bridge reserves all copyright, intellectual and other property rights in the Content. Any modification, reformatting, copying, displaying, distributing, transmitting, publishing, licensing, creating derivative works from, transferring or selling any Content is strictly prohibited