http://www.streetinsider.com Latest StreetInsider.com News Articles en-us Copyright 2026, StreetInsider.com rss@streetinsider.com (SI RSS) rss@streetinsider.com (SI RSS) Fri, 17 Jul 2026 09:00:00 -0400 http://blogs.law.harvard.edu/tech/rss http://www.streetinsider.com/images/rss_logo.gif http://www.streetinsider.com 143 28 0 1 2 3 21 22 23 Saturday Sunday http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html <p>Bank of America (BofA) says a looming shift in DRAM chip architecture could open up a major new revenue stream for one semiconductor equipment maker, as memory manufacturers push toward more complex designs to keep scaling their chips.</p><p>In a note to clients, BofA said it believes the transition from conventional 6F² DRAM to 4F² architectures represents "one of the most significant structural growth drivers" for ASM International (OTC: ASMIY), Europe's second-largest maker of semiconductor equipment.</p><p>As DRAM scaling approaches physical and economic limits, the bank’s analysts said memory manufacturers are moving toward vertical channel transistors (VCTs), periphery-under-cell (PUC) architectures, hybrid bonding http://www.streetinsider.com/Hot+List+Pro/This+chip+stock+is+well+positioned+to+capture+incremental+WFE%3A+BofA/26782365.html Fri, 17 Jul 2026 09:00:00 -0400 ASMIY MU SKHY SSNLF http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html <p>TSMC's (NYSE: TSM) second-quarter results gave Goldman Sachs analysts fresh conviction in their bullish calls on a select group of European chipmakers tied to the AI infrastructure buildout.</p><p>The team led by Alexander Duval said TSMC's results and updated guidance are a positive read-across for ASML (NASDAQ: ASML), ASM International, BE Semiconductor Industries, Infineon and STMicroelectronics (NYSE: STM). </p><p>Goldman rates ASML, ASMI, Besi and Infineon Buy, while STMicro is rated Neutral.</p><p>TSMC reported second-quarter revenue in line with the top end of its guidance, driven by demand for leading-edge processes tied to high-performance computing (HPC) and AI applications, which grew 20% quarter-over-quarter http://www.streetinsider.com/Hot+List+Pro/TSMC+results+reinforce+bullish+case+for+these+4+European+AI+stocks/26781334.html Fri, 17 Jul 2026 06:00:00 -0400 ASMIY ASML BESIY IFNNY STM TSM http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html <p>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.</p><p>As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.</p><p>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.</p><p>Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html Thu, 11 Jun 2026 05:00:00 -0400 AMAT ASMIY ASML KLAC LRCX MU TOELY http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html <p>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.</p><p>As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.</p><p>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.</p><p>Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html Thu, 11 Jun 2026 05:00:00 -0400 AMAT ASMIY ASML KLAC LRCX MU TOELY http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html <p>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.</p><p>As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.</p><p>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.</p><p>Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html Thu, 11 Jun 2026 05:00:00 -0400 AMAT ASMIY ASML KLAC LRCX MU TOELY http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html <p>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.</p><p>As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.</p><p>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.</p><p>Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html Thu, 11 Jun 2026 05:00:00 -0400 AMAT ASMIY ASML KLAC LRCX MU TOELY http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html <p>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.</p><p>As a result, UBS analysts highlighted seven stocks that they believe are positioned to benefit from the strong outlook.</p><p>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.</p><p>Memory is the primary driver, with DRAM spending alone expected to reach $74 billion in http://www.streetinsider.com/Hot+List/Buy+these+7+stocks+as+WFE+is+still+in+early+innings+of+supercycle%3A+UBS/26631757.html Thu, 11 Jun 2026 05:00:00 -0400 AMAT ASMIY ASML KLAC LRCX MU TOELY