2024-02-13 17:28:04 ET
Summary
- ASML surpassed Applied Materials as the top WFE Semiconductor Equipment supplier in 2023 amid sanctions.
- Tokyo Electron drops to third place with a 34.6% YoY revenue decrease, mainly due to its high exposure to memory chips.
- Naura maintains its 9th position and gains 41.8% YoY, representing China's effort to reduce dependency on foreign semiconductor technology.
ASML Regains #1 Position and China’s Naura Maintains #9 Position
Amid sanctions in 2022 and 2023, ASML ( ASML ) overtook Applied Materials as the top WFE (wafer front end) Semiconductor Equipment supplier in 2023, according t o my article from D ecember 5 , 2023 Seeking Alpha entitled "Applied Materials: Weak Earnings Means ASML Takes Over The #1 Equipment Spot In 2023." Chart 1 shows the revenues for the Top 10 WFE companies for 2023 versus 2022 for equipment only, not including non-WFE products, service, or spare parts....
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ASML Led Global WFE Equipment market In 2023 As China's Naura Maintains 9th Position