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Digitimes September 1, 2026 By DIGITIMES positive

SEMI lifts 2028 wafer fab equipment forecast to US$220 billion

AI / LLMSemiconductorsMemory
SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced logic and memory pushes the semiconductor capital spending cycle higher.
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