AMAT declines WFE forecast; analyst's own chart shows WFE going "to the moon"
BenBajarin · x · 2026-10-13
Applied Materials (AMAT) declined to give a wafer fab equipment (WFE) spending forecast, but analyst Ben Bajarin says his team has its own model — with a chart showing WFE spending trending sharply upward, quipping "WFE to the moon." It reflects AI-driven capex momentum in semiconductor equipment and vendors' caution about formal guidance.
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