Lates News

CITIC Securities research report believes that since September 2025, the stock prices of leading semiconductor equipment companies have risen rapidly due to a series of investments and cooperation with downstream major customer Intel, as well as storage manufacturers raising prices. Considering the current storage upturn cycle and strong downstream demand, we expect the global semiconductor wafer fabrication equipment (WFE) market to maintain high single-digit percentage year-on-year growth in 2025/2026, with the storage sector's proportion expected to further increase. Additionally, we anticipate that the normalization of demand in the mainland China market in 2026 will gradually reduce risks such as previous regulatory uncertainty. We are optimistic about the investment opportunities in the semiconductor equipment industry.