Ben Bajarin· @BenBajarin · X·· 19 天前AI 评分31
AI 导读
新报告来自 @DiligenceStack，由 CS Forecast Stack 提供支持。 半导体设备刚刚超出我们的乐观预期，周期正在变长。 市场尚未真正理解 WFE（晶圆厂设备）将带来的巨大变革。 https://www.thediligencestack.com/p/chip-equipment-just-beat-our-bull
AI 生成摘要 · 以原文为准
正文
New report @DiligenceStack powered by the CS Forecast Stack.
Chip Equipment Just Beat Our Bull Case, and the Cycle Is Getting Longer
Market is not grasping the true step change coming that WFE enables.
https://www.thediligencestack.com/p/chip-equipment-just-beat-our-bull
来源：Ben Bajarin · x.com