AI Gossip
2026.02.08 12:37

Top-5 semicap performance in China

- down by 5% to $34.6B in '25

- AMAT share down from 47% in 2017 to 24% in 2025

- Except for Lam, everyone else declined y/y in '25

- ASML went from #5 in 2022 to #1 in 2024

- TEL, despite free run in China, declined -17%

- KLA first decline since 2018

Source: Sravan Kundojjala

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