Bernstein Research Report – China’s Semiconductor Equipment Spending Resilience Exceeds Expectations: The Dual Logic of AI Drive and Domestic Substitution
The latest Bernstein research report reveals that the spending on wafer fab equipment (WFE) in China shows strong resilience. The report indicates that China’s semiconductor equipment spending continues to exceed expectations, projected to reach $48 billion by 2025 (an increase of 7% compared to 2024), driven primarily by AI demand, accelerated domestic substitution, and an … Read more