Semiconductor analyst raises WFE forecast to $160B for CY26, $210B+ for CY27
zephyr_z9 · x · 2026-10-30
SKundojjala raised his wafer fab equipment (WFE) forecasts: CY26 up to $160B (from $150B+ in July) and CY27 to $210B+ (from $190B+). Leading-edge logic prober shipments are expected to grow 60% y/y, with over 200 advanced packaging probers expected in both FY27 and FY28.
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