Tokyo Electron QMar25
- QMar revenue up 20% q/q; 47.4% GM; FY26 revenue will grow 7% y/y- SPE revenue down 1% q/q; SPE to grow at 5% (will underperform vs Lam)- Healthy China revenue; 44% revenue from China in QMar, down from 43% in QDecSource: Sravan Kundojjala
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