Current expectations call for a bottoming in non-litho WFE shipments around midyear, followed by the beginning of a recovery.

Source: https://seekingalpha.com/article/4576171-ichor-holdings-ltd-ichr-q4-2022-earnings-call-transcript?source=feed_all_articles

Of 29 exchanges that responded to a survey by the WFE – whose members include U.S.-based Nasdaq, Germany’s Deutsche Boerse and Switzerland’s SIX Group – 12 offer crypto-related products or services while 17 do not, it said, without naming the respondents.

Source: https://business.inquirer.net/419340/financial-exchanges-still-split-on-crypto-industry-survey

Our new equipment sales recorded an annual growth of 22%, outperforming the WFE market, which grew by 8%.

Source: https://seekingalpha.com/article/4577649-tokyo-electron-limited-toelf-q3-2023-earnings-call-transcript?source=feed_all_articles

The specialty technology market is performing better than overall WFE, and I expect this part of the business to continue to perform well during calendar year 2023.

Source: https://seekingalpha.com/article/4595126-lam-research-corporation-lrcx-q3-2023-earnings-call-transcript?source=feed_all_articles

Wafer fabrication equipment (WFE) makers Lam Research, KLA Corp and Applied Materials Inc, have said their 2023 revenue projections are likely to be hit between $600 million and $2.5 billion due to the export restrictions.

Source: https://www.channelnewsasia.com/business/lam-research-forecasts-lower-quarterly-revenue-china-export-curbs-weigh-3430381?cid=cna_flip_070214