聚焦BERNSTEIN_全球半导体:2026年2月WSTS追踪:销售额环比增长25.2-,高于典型水平(环比2.4-),主要受存储器强劲增长推动;同比增长85.9。Memory sales more than tripled YoY (up 260.9%); excluding memory, sales were still up strongly at 25.4% YoY.AMAT (Outperform, $425.00): We maintain a positive view on secular WFE growth and see a number of drivers for AMAT including SAM growth, an increasing services narrative, and capital return.
聚焦BERNSTEIN_全球半导体:2026年2月WSTS追踪:销售额环比增长25.2-,高于典型水平(环比2.4-),主要受存储器强劲增长推动;同比增长85.9。Memory sales more than tripled YoY (up 260.9%); excluding memory, sales were still up strongly at 25.4% YoY.AMAT (Outperform, $425.00): We maintain a positive view on secular WFE growth and see a number of drivers for AMAT including SAM growth, an increasing services narrative, and capital return.
聚焦BERNSTEIN_全球半导体:2026年2月WSTS追踪:销售额环比增长25.2-,高于典型水平(环比2.4-),主要受存储器强劲增长推动;同比增长85.9。Memory sales more than tripled YoY (up 260.9%); excluding memory, sales were still up strongly at 25.4% YoY.AMAT (Outperform, $425.00): We maintain a positive view on secular WFE growth and see a number of drivers for AMAT including SAM growth, an increasing services narrative, and capital return.
覆盖 2026 年,全文共 14 页。
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适合战略规划、产品经理、行业研究员等读者参考。
重点分析了半导体、存储器、2026年2月WSTS追踪、销售额环比增长25.2等议题。