AMAT sees potential upside from China this year though not fully confirmed. Chinese customers do not yet have robust forecast systems in place it seems. Leading-edge logic outside China to be strong this year. Multiple companies already guided leading-edge acceleration through the year. Samsung's potential HBM comeback could offer upside too.
Source: Sravan Kundojjala
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
