64 new semiconductor fabs will become operational in Asia by 2029, but just 6 of them will be in Southeast Asia, said SEMI CEO Ajit Manocha, adding most of the rest are in China and Taiwan. $Tokyo Electron(TOELY.US) $Applied Materials(AMAT.US) $ASML(ASML.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $MKS(MKSI.US) #semiconductors #semiconductor #China #Taiwan #SoutheastAsia
Source: Dan Nystedt
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