WFE Forecast Targets $250B by 2028, Buy-Side Even More Bullish
BenBajarin · x · 2026-08-26
Analyst Ben Bajarin shared updated WFE (Wafer Fab Equipment) market size projections:
- 2026: Base case $140B-$150B, Bull case $155B-$165B
- 2027: Base case $180B-$195B, Bull case $200B-$215B
- 2028: Base case $195B-$215B, Bull case $225B-$250B
Bajarin noted that buy-side expectations align with or exceed these bull cases, driven by stronger demand signals and accelerating supply indicated by Q2 2026 earnings.
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