Top-5 wafer fab equipment (WFE) companies' DRAM revenue accelerated in 1Q26, hitting ATH for 2 straight quarters. All-five at ATH, an unusual trend. Five consecutive y/y growth quarters with acceleration in 1Q26. Almost all of it driven by non-China demand. ASML doubled in 5 quarters (EUV).
Source: Sravan Kundojjala
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