---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000194884.md"
description: "WFE companies (top-5) had $1.26B incremental China revenue sequentially in 2Q25. Except TEL, rest grew their China revenue q/q. 2Q bump is attributed to multi nationals and timing. AMAT says 1QC25 or 3QC25 levels are indicative of China for the next several quarters.Source: Sravan Kundojjala"
datetime: "2025-08-17T12:34:57.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000194884.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000194884.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000194884.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# WFE companies (top-5) had $1.26B incremental China…


### Related Stocks

- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)

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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**