Goldman Sachs Extends Semiconductor Equipment Cycle Forecast to 2028, Projects $281B WFE Spending
According to BlockBeats, Goldman Sachs raised its semiconductor equipment spending outlook on August 25, projecting the global wafer fabrication equipment (WFE) spending cycle will continue to expand through 2028 driven by AI demand. The bank forecasts global WFE spending of $150 billion in 2026
GateNews·08-25 06:05
