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

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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