WFE Growth Reaffirmed at 30%+: What It Means for TER and Semis

Posted on by Eben@CANSLIM Research

In a report on what the SEMICON West and OCP Global Summit revealed about US semiconductors, the analysis argues that equipment demand is being underpinned by an exceptionally strong DRAM outlook and by aggressive new fab plans. The report states that WFE growth of 30%+ a year was reaffirmed “for the foreseeable future”, and that large suppliers are already telling their supply chains to build capacity for $500bn a year of equipment. Much of this rests on DRAM, where supply-chain conversations point to industry capacity of roughly 3mn wafer starts per month sometime in 2029 and 4mn by 2031, with some suppliers filling slots out into 2030.

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