6 atoms · 跨 1 天 · 首见 2026-04-28 · 最近 2026-04-28
三色: 🟦 fact 1 · 🟥 take 5 · stance ▲2/▼1/◆3
来源: X 6
时态: aging:4 · fresh:2
标签: 好观点:4 · 好思考:3
[老化中] · normalization after 2.5 years of extreme demanddirection=normalizing · date=mid-2023 to end-2025[老化中] · normalization seen in front-end equipment first, now also in back-end[老化中] · most companies reporting decline in Chinese demanddirection=decline[老化中] · most companies reported flattish demand except for KLAdirection=flattishdirection=slightly betterdate=2026narrative · normalization after 2.5 years of extreme demand · → dailynarrative · normalization seen in front-end equipment first, now also in · → dailynarrative · most companies reporting decline in Chinese demand · → dailynarrative · most companies reported flattish demand except for KLA · → dailyforecast · back-end demand expected slightly better than front-end due · → dailyforecast · 2026 outlook better than people think · → daily