<p>➀ The global Wafer Fab Equipment (WFE) market is projected to reach $184 billion by 2030, driven by 4.6% CAGR for equipment and 4.8% for services, with the 'Big Five' (ASML, Applied Materials, etc.) holding 70% market share in 2024;</p><p>➁ China accounts for 40% of global chipmaker demand but only 5% of WFE manufacturing, facing challenges in subsystem bottlenecks and geopolitical constraints despite strong state support for self-sufficiency;</p><p>➂ Patterning dominates WFE segments (26% share), while wafer bonding shows the highest growth (>10% CAGR) due to 3D integration and advanced packaging demands.</p>
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