来源：内容编译自Yole。我们正处于半导体器件加工前所未有的时代。设备采购更多地受地缘政治而非终端市场需求的支配，而每种设备类型的技术路线图都已制定。尽管全球产能过剩和晶圆厂冗余日益加剧，加之代工厂和集成器件制造商（IDM）的低利用率和低利润，但晶圆制造设备（WFE）的收入仍有望增长。WFE供应商的收入主要来自设备出货量（占82%）以及服务和支持（占18%），到2024年，总额将达到1400亿美元...
Source Link来源：内容编译自Yole。我们正处于半导体器件加工前所未有的时代。设备采购更多地受地缘政治而非终端市场需求的支配，而每种设备类型的技术路线图都已制定。尽管全球产能过剩和晶圆厂冗余日益加剧，加之代工厂和集成器件制造商（IDM）的低利用率和低利润，但晶圆制造设备（WFE）的收入仍有望增长。WFE供应商的收入主要来自设备出货量（占82%）以及服务和支持（占18%），到2024年，总额将达到1400亿美元...
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