伯恩斯坦_日本与欧盟半导体研究
聚焦伯恩斯坦_日本与欧盟半导体研究。Cleaning equipment recovers. Taiwan cleaner import data is +11% MoM and +14% YoY.Taiwan semi equipment import in May 2026 declined MoM once again from an exceptionally strong March but still continued strength, with YoY growth of +23% globally / +6% YoY from Japan; MoM was -10% globally and -16% from Japan (Exhibit 1,Exhibit 2).