Eben@CANSLIM ResearchChina’s wafer fabrication equipment (WFE) imports reached $3.7bn in August 2026, down 6% month-on-month but up 23% year-on-year, leaving year-to-date imports 4% lower than 2025. Bernstein’s monthly customs tracker shows lithography imports recovering from April’s historic low, with its regression model pointing to a sharp Q3 rebound in ASML’s China sales. The broker keeps Outperform ratings across the semicap complex, with ASML its top EU semiconductor pick at a €2,500 price target.
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