Memory’s AI boom raises an old question: Who wins when the cycle turns?
As chipmakers build new fabs and upgrade production lines, semiconductor equipment suppliers have become some of the biggest beneficiaries.
As chipmakers build new fabs and upgrade production lines, semiconductor equipment suppliers have become some of the biggest beneficiaries.
The deal would rank second only to Semiconductor Manufacturing International Corporation’s record 53.2 billion yuan STAR Market IPO in 2020.