SemiAnalysis turns more bullish on China's WFE localization after CSEAC 2026
zephyr_z9 · x · 2026-09-25
SemiAnalysis published a thread after attending CSEAC 2026 in Wuxi, saying it is now more bullish on the localization of China's wafer fab equipment (WFE) supply chain. This post is only the thread's opening; details are in the follow-up posts.
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