AI-driven Memory DemandChina's memory capacity expansion and an expected AI-driven memory super-cycle position the company as a key beneficiary, boosting long-term demand for its process equipment.
New Technology AdoptionStrong global customer engagement with proprietary horizontal plating technology for panel-level packaging suggests accelerating adoption of new manufacturing solutions and potential share gains.
Product Ramp-upPECVD ramp is on track for the first half of 2026 following shipment of the first ultra-lith KrF track tool, supporting higher equipment revenue as production capacity expands.