GOLDMAN SACHS UP 2026-2028 WFE MARKET PROJECTIONS, DRAM AND SURROGATE DEMAND DRIVEN

According to the Tide Study, Goldman Sachs, in its study of 23 August, increased the market projections for 2026-2028 to $150 billion, $218 billion and $281 billion, respectively. DRAM and advanced process agents are the main drivers, with capital expenditure projections for Samsung and SK Hercules increasing by 22 per cent and 19 per cent, respectively, and capital expenditure for desk electricity up to $8 billion annually. The $16.8 billion commitment by SpaceX and Tesla for the initial phase of Terafab equipment input has been incorporated into WFE projections. Goldman Sachs highlighted applications, pan-forest semiconductors, ASML, Tokyo Electronics, ASMI, BESI, Lasertec and Xinjiang。