Very strong CapEx momentum continues in 2021. Advanced Logic and Foundry was very hot in 2020 and will continue growing at a fast clip in 2021, breaking another record. DAO is expected to record the biggest growth in 2021, coming off two years of declines. NAND was really hot in 2020 and is expected to take a breather in 2021. DRAM will grow faster in 2021 after growing modestly last year.
WildPhotons: Never let life's hardships to...
Spending is increasing in 2021 with most of the companies flat or increasing spending