伯恩斯坦_中国半导体:现在是重新布局的时候,晶圆制造设备需求激增而市场情绪正在重置
聚焦伯恩斯坦_中国半导体:现在是重新布局的时候,晶圆制造设备需求激增而市场情绪正在重置。years. Even accounting for existing WFE stock up in fabs, we expect surging demand will;Seethe Disclosure Appendix of this reportforrequired disclosures,analystcertifications and other;ASML(Outperform,EUR1,600.00):We expect ASMLto deliver solid growth overthe next five years.