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![TheBenSchmark Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1927589978.png) JabroniCoin.USD [@TheBenSchmark](/creator/twitter/TheBenSchmark) on x 5557 followers
Created: 2024-09-27 13:02:19 UTC

Morgan Stanley expects aggressive China WFE spend into 2025. 

“Key projects (DRAM, NAND, Hua Hong, SMIC) remain the key drivers for investment into 2025.” All relevant for $ACMR

![](https://pbs.twimg.com/media/GYfBjAjXgAATCXt.jpg)

XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1839651784580596060/c:line.svg)

**Related Topics**
[$acmr](/topic/$acmr)
[investment](/topic/investment)
[drivers](/topic/drivers)
[hua hong](/topic/hua-hong)
[dram](/topic/dram)
[china](/topic/china)
[morgan stanley](/topic/morgan-stanley)
[stocks financial services](/topic/stocks-financial-services)

[Post Link](https://x.com/TheBenSchmark/status/1839651784580596060)