Goldman Sachs Upgrades WFE Forecasts
Goldman Sachs has significantly raised its WFE (Wafer Fab Equipment) forecasts for 2026-2028 to between $150 billion and $281 billion, driven by growth in DRAM and advanced foundry sectors.
Goldman Sachs has significantly raised its WFE (Wafer Fab Equipment) forecasts for 2026-2028 to between $150 billion and $281 billion, driven by growth in DRAM and advanced foundry sectors.