Strong HBM memory demand drives WFE market revenue in 2024

According to Counterpoint Research, robust HBM DRAM memory demand and a surge in advanced logic/foundry momentum in the latter half of 2024 propelled a 9% year-over-year growth in net revenue for WFE (Wafer Fab Equipment) manufacturers in 2024. The net revenue of the top five players rose by 8% compared to the previous year, driven by robust growth in both the systems and services segments.

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Beyond battlefield: Drone industry expands into commercial market

The drone sector is experiencing robust growth globally, driven by both military conflicts and expanding commercial applications. Amazon’s deployment of delivery drones and Taiwan’s potential adoption for traffic enforcement illustrate the broadening scope of unmanned aerial vehicle (UAV) utilization. According to AIDC’s senior vice president Jennifer Chuang, who recently attended Germany’s XPONENTIAL Europe exhibition, this expansion reflects evolving warfare concepts and commercial innovations.

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