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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

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY60,000 at Nomura/Instinet

Tue, 26 May 2026 06:36:18 -0400

Nomura/Instinet analyst Atsushi Yoshioka raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY60,000.00 (from JPY48,500.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY60,000 at Nomura/Instinet

Tue, 26 May 2026 06:36:18 -0400

Nomura/Instinet analyst Atsushi Yoshioka raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY60,000.00 (from JPY48,500.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY60,000 at Nomura/Instinet

Tue, 26 May 2026 06:36:18 -0400

Nomura/Instinet analyst Atsushi Yoshioka raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY60,000.00 (from JPY48,500.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY60,000 at Nomura/Instinet

Tue, 26 May 2026 06:36:18 -0400

Nomura/Instinet analyst Atsushi Yoshioka raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY60,000.00 (from JPY48,500.00) while maintaining a Buy rating.

CLSA Reiterates Outperform (2) Rating on Tokyo Electron Limited (8035:JP) (TOELY)

Mon, 25 May 2026 05:48:59 -0400

CLSA analyst Yu Yoshida reiterated an Outperform (2) rating and JPY57,700.00 price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY).

CLSA Reiterates Outperform (2) Rating on Tokyo Electron Limited (8035:JP) (TOELY)

Mon, 25 May 2026 05:48:59 -0400

CLSA analyst Yu Yoshida reiterated an Outperform (2) rating and JPY57,700.00 price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY).

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY53,000 at Citi

Fri, 22 May 2026 01:51:04 -0400

Citi analyst Masahiro Shibano raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY53,000.00 (from JPY45,000.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY53,000 at Citi

Fri, 22 May 2026 01:51:04 -0400

Citi analyst Masahiro Shibano raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY53,000.00 (from JPY45,000.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY53,000 at Citi

Fri, 22 May 2026 01:51:04 -0400

Citi analyst Masahiro Shibano raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY53,000.00 (from JPY45,000.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY53,000 at Citi

Fri, 22 May 2026 01:51:04 -0400

Citi analyst Masahiro Shibano raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY53,000.00 (from JPY45,000.00) while maintaining a Buy rating.

Tokyo Electron Limited (8035:JP) (TOELY) PT Raised to JPY48,200 at Berenberg

Fri, 08 May 2026 05:45:46 -0400

Berenberg analyst Tammy Qiu raised the price target on Tokyo Electron Limited (8035:JP) (OTC: TOELY) to JPY48,200.00 (from JPY41,000.00) while maintaining a Hold rating.