Goldman Sachs Sell-side卖方

Global Technology Semiconductor Capital Equipment Raising 2026 28 WFE estimates, driven by memory and foundry strength

Aug 23, 20266 pages页

From the report报告摘录Raising 2026-28 WFE estimates: Revised to $150/$218/$281B (+36%/+45%/+29% YoY) driven by memory (DRAM/NAND) and foundry strength, with DRAM (+45% YoY 2027) and Foundry ($58/$84/$109B) as primary engines.

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