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Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

UBS has raised its wafer fab equipment (WFE) spending forecasts for the next three years as the bank believes the semiconductor industry is in the early stages of a supercycle that could push total WFE to $247.5 billion by 2028.

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

Buy these 7 stocks as WFE is still in early innings of supercycle: UBS

Thu, 11 Jun 2026 05:00:00 -0400

As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.

The bank lifted its 2026 WFE estimate to $147 billion, up 27% year-on-year, followed by $198 billion in 2027 and $247.5 billion in 2028, which implies a 25% increase.

Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in

3 EU stocks that will benefit from a potential foundry contract for Intel with Apple

Tue, 12 May 2026 03:00:00 -0400

Three European semiconductor equipment companies could see a combined revenue opportunity of more than €8bn if Intel wins a foundry contract to manufacture Apple chips, according to a BofA Securities.

ASML, ASM International and BE Semiconductor Industries - all rated “buy” by BofA - are positioned to benefit across two scenarios: Intel manufacturing Apple's iPad and Mac processors, worth 24,000 wafer starts per month, or the more expansive scenario covering iPhone processors and 5G modems at 64,000 wafer starts per month.

In the base case, ASML would supply six extreme ultraviolet lithography tools, five argon fluoride immersion tools and three dry deep

3 EU stocks that will benefit from a potential foundry contract for Intel with Apple

Tue, 12 May 2026 03:00:00 -0400

In the base case, ASML would supply six extreme ultraviolet lithography tools, five argon fluoride immersion tools and three dry deep

This chip stock is "very well positioned to benefit" from robust demand: MS

Fri, 24 Apr 2026 07:30:00 -0400

Morgan Stanley raised its price target on a Dutch semiconductor company to €1,000 from €850, saying the firm is “very well positioned to benefit from the current demand backdrop.”

The Wall Street firm reiterated its Top Pick designation and Overweight rating on Almere-based chip equipment maker ASM International, citing accelerating market share gains and a broadening set of growth drivers tied to AI-fueled demand.

“ASMI is very well positioned to benefit from the current demand backdrop, particularly with AI driving customer urgency,” analysts led by Nigel van Putten said in a Thursday note.

The revised price target is based on 34 times

This chip stock is "very well positioned to benefit" from robust demand: MS

Fri, 24 Apr 2026 07:30:00 -0400

Morgan Stanley raised its price target on a Dutch semiconductor company to €1,000 from €850, saying the firm is “very well positioned to benefit from the current demand backdrop.”

“ASMI is very well positioned to benefit from the current demand backdrop, particularly with AI driving customer urgency,” analysts led by Nigel van Putten said in a Thursday note.

The revised price target is based on 34 times

3 chip stocks to buy into Q1 earnings: Barclays

Sun, 05 Apr 2026 15:00:00 -0400

The sector outlook for European Technology Hardware at Barclays is Neutral amid memory pricing concerns and a difficult macro backdrop. While medium-term investment cases are still positive, high volatility across the firm’s coverage is expected this quarter. The firm’s Q1 preview says the analog outlook is mixed, and identifies three stocks, all rated Overweight, to buy into Q1 earnings.

The preferred chip stocks at Barclays to buy into Q1 earnings are Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML Holding NV (NASDAQ: ASML), and ASM International (AMS: ASMI) (OTC: ASMIY).

TSM, “a core holding,” is expected to continue to point to “tightness in its

3 chip stocks to buy into Q1 earnings: Barclays

Sun, 05 Apr 2026 15:00:00 -0400

The preferred chip stocks at Barclays to buy into Q1 earnings are Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML Holding NV (NASDAQ: ASML), and ASM International (AMS: ASMI) (OTC: ASMIY).

TSM, “a core holding,” is expected to continue to point to “tightness in its

3 chip stocks to buy into Q1 earnings: Barclays

Sun, 05 Apr 2026 15:00:00 -0400

The preferred chip stocks at Barclays to buy into Q1 earnings are Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML Holding NV (NASDAQ: ASML), and ASM International (AMS: ASMI) (OTC: ASMIY).

TSM, “a core holding,” is expected to continue to point to “tightness in its

3 chip stocks to buy into Q1 earnings: Barclays

Sun, 05 Apr 2026 15:00:00 -0400

The preferred chip stocks at Barclays to buy into Q1 earnings are Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML Holding NV (NASDAQ: ASML), and ASM International (AMS: ASMI) (OTC: ASMIY).

TSM, “a core holding,” is expected to continue to point to “tightness in its

3 chip stocks to buy into Q1 earnings: Barclays

Sun, 05 Apr 2026 15:00:00 -0400

The preferred chip stocks at Barclays to buy into Q1 earnings are Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML Holding NV (NASDAQ: ASML), and ASM International (AMS: ASMI) (OTC: ASMIY).

TSM, “a core holding,” is expected to continue to point to “tightness in its

3 chip stocks to buy into Q1 earnings: Barclays

Sun, 05 Apr 2026 15:00:00 -0400

The preferred chip stocks at Barclays to buy into Q1 earnings are Taiwan Semiconductor Manufacturing (NYSE: TSM), ASML Holding NV (NASDAQ: ASML), and ASM International (AMS: ASMI) (OTC: ASMIY).

TSM, “a core holding,” is expected to continue to point to “tightness in its

ASM rises after posting Q4 beat, strong 2026 outlook

Tue, 03 Mar 2026 13:15:34 -0400

Investing.com -- ASM International reported stronger-than-expected fourth-quarter revenue and projected higher sales through 2026, sending its U.S. ADRs higher in Tuesday trading.

After falling earlier in the session to $773.05, the stock reversed sharply and was recently up 1.4% at $842.63, compared with Monday’s close of $831.

Q4 revenue came in at €698 million, above guidance of €630–660 million and the consensus expectation of €697.92 million, though down 7% year over year at constant currency.

Orders rebounded to €803 million, helped by stronger advanced logic and foundry demand and a late-quarter pickup from Chinese customers. Gross margin held