Research
FORUM TRANSCRIPT

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

  • Public Equity
  • TMT
  • North America
PREMIUM

Specialist

Former SVP at Lam Research Corp

Agenda

  • 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

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