Advanced Micro-Fabrication Equipment Rides on Strong Memory-Expansion Cycle -- Market Talk

Dow Jones04-01

0324 GMT - Advanced Micro-Fabrication Equipment is riding a strong memory-expansion cycle in China, Daiwa Capital Markets analysts say. Based on Daiwa's industry checks, Chinese memory makers are set to aggressively expand capacity in 2026-2028 amid a global shortage, aiming to capture domestic market share. From 2026, China's DRAM players are likely to increase local sourcing of semiconductor production equipment, positioning Advanced Micro-Fabrication Equipment as a key beneficiary. Daiwa is upbeat on the company's 2026 order outlook. It raises the stock to buy from hold and lifts the target price to 360.00 yuan from 280.00 yuan. Shares are 2.3% higher at 313.40 yuan. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

March 31, 2026 23:24 ET (03:24 GMT)

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From 2026, China's DRAM players are likely to increase local sourcing of semiconductor production equipment, positioning Advanced Micro-Fabrication Equipment as a key beneficiary. Daiwa is upbeat on the company's 2026 order outlook. It raises the stock to buy from hold and lifts the target price to 360.00 yuan from 280.00 yuan. Shares are 2.3% higher at 313.40 yuan. 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