As leading-edge logic players and selected foundries invest aggressively in technology transition and in legacy nodes due to chip shortages, and memory players rebound, capex will increase by 23.3% to reach $136.3 billion in 2021. Wafer fab equipment revenue will increase by 22.8% to $79.7 billion.
Forecast Data Summary
Forecast Model Summary
Influencing Factors and Assumptions
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