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During its earnings briefing, NAURA shared insights into the industry’s current vitality and clients’ capital expenditure plans, projecting robust demand in domestic sectors—such as logic, memory, and advanced packaging—throughout 2026. The company maintains an optimistic outlook for the overall order volume in 2026, and expects that the domestic semiconductor equipment market will sustain high levels of capital expenditure from 2026 to 2027, a period marked by prosperity and expansion.
Moreover, addressing the market rumor suggesting that ‘CCP equipment is priced 10-15% lower than AMEC’s offerings,’ NAURA clarified that this assertion is unfounded. The company employs a rational, technology-value-driven pricing strategy that aligns with market dynamics, ensuring steady overall gross profit margins.
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