Counterpoint: In 2024Q1, the world's top five wafer equipment manufacturers' revenue from China increased by 116% year-on-year

According to news from this website on June 20, market research agency Counterpoint Research published a blog post today stating that the revenue of the world’s top five wafer equipment (WFE) manufacturers fell year-on-year in the first quarter of 2024 as customers postponed investments in cutting-edge semiconductors. 9%.

Note from this site: Among the top five, ASML’s revenue fell by 21% month-on-month and 26% year-on-year, while KLA’s revenue fell by 14% month-on-month and 5% year-on-year. Applied Materials, Lam Research and KLA reported single-digit sequential revenue declines compared with 2023.

Mainly due to the increase in DRAM shipments in China, The top five WFE manufacturers’ revenue from China increased by 116% year-on-year in the first quarter of 2024. Strong demand for critical and mature nodes in application areas such as IoT, automotive and 5G is likely to continue in the second half of the year.

In the first quarter of 2024, memory revenue for the top five WFE manufacturers increased 33% year-over-year due to strong DRAM demand due to increased NAND spending and the increasing popularity of artificial intelligence. Revenue in the foundry business fell 29% year over year as customers delayed investments in cutting-edge semiconductors.

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