Top-5 WFE companies' cumulative China revenue down -18% q/q and up 5% y/y. 3rd consecutive quarter of y/y growth. All five companies are guiding to 20-30% China share for 2026, down from 30-44% peaks in 2024-25. AMAT back to #1 spot but Lam stand out, only vendor with 4 consecutive y/y growth quarters, accelerating to +36% in 1Q. Non-China trends are strong with leading-edge logic, HBM/DRAM and advanced packaging investments.
Source: Sravan Kundojjala
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