BUZZ-Berenberg says robust spending on chipmaking tools to continue, China's domestic gap persists
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Berenberg predicts a 17% and 16% increase in wafer fabrication equipment spending for 2026 and 2027, driven by advancements in chipmaking processes by Taiwan Semiconductor Manufacturing Co. China’s spending on chipmaking tools will remain stable, but domestic equipment is insufficient for advanced memory chips. ASM International is expected to benefit from early A14 investments, while ASML, Applied Materials, KLA Corp, and Lam Research will gain from major chipmakers' expansions. Infineon Technologies and STMicroelectronics are also poised to benefit from AI and industrial market recovery, respectively.
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