Sravan Kundojjala(@SKundojjala):Top-5 wafer fab equipment (WFE) companies' DRAM revenue accelerated in 1Q26, hitting ATH for 2 straight quarters. All-five at ATH, an unusual trend. Five consecutive y/y growth quarters with acceleration in 1Q26. Almost all of it driven by non-China demand. ASML doubled in 5 quarters (EUV).

Sravan Kundojjala

@SKundojjala

Semiconductors, Analyst @SemiAnalysis_ No investment advice. Opinions are mine only.

Joined September 2011

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Sravan Kundojjala@SKundojjala

2026.05.18 12:42

Top-5 wafer fab equipment (WFE) companies' DRAM revenue accelerated in 1Q26, hitting ATH for 2 straight quarters. All-five at ATH, an unusual trend. Five consecutive y/y growth quarters with acceleration in 1Q26. Almost all of it driven by non-China demand. ASML doubled in 5 quarters (EUV).