Ben Bajarin· @BenBajarin · X·· 20 天前AI 评分44
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在 CS Atlas 上记录了 $AMAT 投资者早餐会以及我们与管理层交流的情况。 随着光刻掩模版极限被逼近、挑战整个生态系统，WFE 将迎来结构性周期。 https://atlas.creativestrategies.com/notes?note=amat-investor-breakfast-yield-becomes-capacity
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正文
Note up on CS Atlas on $AMAT investor breakfast and time we had with management.
Structural cycle inbound for WFE as pushing reticle limits challenges the ecosystem.
https://atlas.creativestrategies.com/notes?note=amat-investor-breakfast-yield-becomes-capacity
来源：Ben Bajarin · x.com