Goldman Sachs has significantly raised its forecast for global semiconductor equipment spending.
Goldman Sachs released its latest research report on August 25th, significantly raising the expected global semiconductor manufacturing equipment (WFE) spending for the years 2026 to 2028, respectively to 150 billion, 218 billion, and 281 billion US dollars. The corresponding growth rates are as high as 36%, 45%, and 29%, and it predicts that this semiconductor equipment boom cycle is likely to continue until 2028. The main reasons for this are the comprehensive and significantly better-than-expected results of US semiconductor companies' financial reports and capital expenditure guidance. On the same day, CITIC Securities released a research report echoing this judgment, stating that after the correction in July 2026, the allocation value of the US semiconductor equipment sector in the stock market has become more prominent. The market still has an expectation gap regarding the capital expenditure levels of major downstream customers in 2027 to 2028. At the same time, positive signals have also emerged from the Korean semiconductor equipment industry. According to a South Korean media report, as of the end of the first half of 2026, the backlog of orders for the main equipment suppliers of Samsung Electronics and SK Hynix is expected to have doubled compared to the end of last year. The industry generally expects a significant increase in sales in the second half of the year.
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