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The research report from CITIC Securities points out that driven by the capital expenditures and expansion plans of major downstream clients, the demand for semiconductor equipment is expected to remain robust. It is projected that the global Wafer Fabrication Equipment (WFE) market will grow by 26% year-on-year in 2026 and 35% in 2027, reaching USD 147.8 billion and USD 199.5 billion, respectively, with the memory sector's share expected to further increase. As equipment capacity is released and new products are iterated, semiconductor equipment manufacturers are expected to see enhanced bargaining power. Considering market demand, competitive landscape, equipment expenditures, company performance, and valuations, it is advisable to monitor relevant enterprises.
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