Goldman Sachs: 2026 WFE Forecast Raised to $150 Billion, Driven by DRAM and Foundry
Source：
www.techflowpost.com
According to Chaotian Research, Goldman Sachs' August 23 research report raised its forecast for wafer front-end equipment (WFE) from 2026 to 2028 to $150 billion, $218 billion, and $281 billion, representing increases of 6%, 17%, and 35% over previous forecasts. The adjusted three-year year-over-year growth rates are 36%, 45%, and 29%, compared to prior expectations of 28%, 32%, and 12%.
