ACLS
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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/asw58R6y8nSource: Chips & Wafers
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