P Equity Research 📰(@pequityresearch):Nomura: We estimate China overall WFE market size will grow 27% to $55.4 billion in 2026F, and to reach $103.5 billion in 2030F. The cumulative WFE spending will total $407.3 billion during 2026-30F, with domestic foundries and IDMs contributing ~97%. $ACMR

P Equity Research 📰

@pequityresearch

Research 📃 & News 🗞️ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:

Joined April 2023

962 Following 68.4K Followers

P Equity Research 📰@pequityresearch

2026.10.09 18:13

Nomura: We estimate China overall WFE market size will grow 27% to $55.4 billion in 2026F, and to reach $103.5 billion in 2030F. The cumulative WFE spending will total $407.3 billion during 2026-30F, with domestic foundries and IDMs contributing ~97%. $ACMR