Tokyo Electron has $110B WFE forecast for CY25 (flat y/y) and DD% growth for CY26.
CY24 WFE proportion: adv. logic 20%; DRAM 17%; NAND 5%; China: 45%; Others: 13%CY25: adv. logic 20%; DRAM 20%; NAND 10%; China: 35%; Others: 15%CY26: Similar to 2025; China hit the bottom in CY25 and will be flat; NAND similar; DRAM (ex-China) will grow; adv. logic to grow fasterSource: Sravan Kundojjala
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