【产业信息速递】芯片设备,产能过剩

北京半导体行业...
Oct 27

(信息来源:Yole)半导体行业正处于前所未有的机遇与不确定性的交汇点。一方面,技术进步和设备架构的不断发展不断突破界限,并刺激了对WFE的需求。另一方面,地缘政治因素日益左右着设备采购,导致全球范围内产能过剩、冗余以及晶圆厂利用率低下。尽管存在这些矛盾,WFE市场仍保持着温和而稳定的增长轨迹。Yole Group 预测,到2030 年,WFE 市场总规模将达到 1840 亿美元,其中设备出货量 ...

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