Axcelis

To what degree has China localized Ion Implanter equipment or is this just a normalization of order inflow?

$Axcelis(ACLS.US) $Applied Materials(AMAT.US) #ChinaSemi

Source: Chips & Wafers

SEMI: Global semiconductor equipment sales will hit US$145 billion in 2026, after rising 13.7% to a record high $133 B this year, driven by AI-related spending in leading-edge logic and memory chip manufacturing, as well as advanced semiconductor packaging. Growth is seen hitting $156 B in 2027 as the global fab buildout continues.

Fab equipment (front end) seen +11% to $115.7 B this year, beating prior forecast of $110.8 B.

Assembly/packaging/test equipment (back end) in 2025:

Testing: seen +48.1% to $11.2 B

Assembly/packaging: seen +19.6% to $6.4 B

$ASML(ASML.US) $Applied Materials(AMAT.US) $Tokyo Electron(TOELY.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $MKS(MKSI.US) $Veeco Instruments(VECO.US) $Axcelis(ACLS.US) $Teradyne(TER.US) $Onto Innovation(ONTO.US) $Camtek(CAMT.US)

Source: Dan Nystedt

#Ibiden comments on Power Semi market:

▫️Demand for power semiconductors is expected to see gradual recovery only starting next year

▫️#SiC adoption expectations for 2025-2027 revised downwards

$STMicroelectronics NV(STM.US) $IFX $ON Semiconductor(ON.US) $SOI $Wolfspeed(WOLF.US) #Accretech $Axcelis(ACLS.US) $Aehr Test(AEHR.US)

Source: Chips & Wafers

$XFAB Q1 commentary around #SiC validates the theory that Silicon Carbide is shifting from a story driven by #EVs to one focused on Data Center applications; at least for the time being.

$Axcelis(ACLS.US) $AIXA $Wolfspeed(WOLF.US) $Aehr Test(AEHR.US) $STMicroelectronics NV(STM.US) $ON Semiconductor(ON.US) $IFX

Source: Chips & Wafers

Mature node capacity expansion in China may not be done yet.

$Axcelis(ACLS.US) and $Applied Materials(AMAT.US) sell ion implanters used in mature node foundries into China.

After a drop off in shipments from peak '24 levels, it still looks like shipments are above normalized historic levels. https://t.co/asw58R6y8n

Source: Chips & Wafers