摩根大通表示，投資者預計 2019 年半導體設備製造商將表現強勁，因為對晶片的需求將推動應用材料公司和泛林研究公司等公司走高。
分析師Harlan Sur 補充道，他預計晶圓廠設備(WFE)（對於LED 和射頻晶片等電路的生產至關重要）的支出將接近50 億美元，遠高於32 年至2010 年2016 億美元的平均水平。
鏈接到信息來源：www.cnbc.com
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