Market research firm Counterpoint Research stated that due to delays in customer investment in cutting-edge semiconductors, the revenue of the top five global wafer equipment manufacturers decreased by 9% year-on-year in the first quarter of 2024. Among the top five, ASML's revenue decreased by 21% month-on-month and 26% year-on-year, while KLA decreased by 14% month-on-month and 5% year-on-year. Compared with 2023, the revenue decline of Applied Materials, Lam Research, and KLA was in the single digits.
机构：2024年Q1全球前五大晶圆设备制造商收入同比下降了9%
In Q1 2024, the revenue of the top five global wafer equipment manufacturers decreased by 9% year-on-year, according to institutions.
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