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” Applied expects to gain WFE share in 2016
27 września, 2012
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Replica Hermes Birkin 2016 outlook: NAND flash equipment spend is expected to be up 25% Y/Y in 2016 thanks to 3D NAND investments; DRAM spend is expected to drop 20%, and logic spend be roughly flat. CFO Robert Halliday: „We do believe that the first half is a little bit more weighted to NAND, whereas the second half is more weighted to stronger performance in foundry, logic and DRAM. So we do see a stronger second half.” Applied expects to gain WFE share in 2016, aided by strong 3D NAND and 10nm process positions.. Replica Hermes Birkin
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