SemiAnalysis 援引第二季度财报显示的更强劲的需求和加速的供应链，已将其对晶圆厂设备 (WFE) 的 2026-2028 年预测上调。随着代工厂增加资本支出、光刻供应链缓解以及设备制造商获得定价权，先进逻辑领域预计将增长。内存市场也在走强，部分公司的 DRAM WFE 销售额显示出显著的同比增长，而 NAND WFE 的需求预计将在 2026 年至 2028 年间增长两倍。尽管有这些积极趋势，但由于囤积，西方设备制造商在中国的销售额预计将在 2026 年保持弹性，但随着中国发展其国内替代能力，预计在随后的几年中将有所下降。 AI
影响 对半导体设备市场的分析表明，供需可能发生变化，从而影响 AI 硬件的开发和部署。
排序理由 分析公司根据财报和供应链趋势上调行业预测。
AI 生成摘要 · Google Gemini · 来自 5 个来源。 我们如何撰写摘要 →
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We expect western toolmakers’ China sales to remain resilient in 2026 on stockpiling, but to decline in 2027 and 2028 due to China domestic substitution. (4/5)
Advanced logic accelerates as foundries lift capex, the litho supply chain shortage eases and toolmakers gain pricing flexibility. (3/5)
Memory strengthens further on capex acceleration across the board, given customers’ better revenue visibility. DRAM WFE sales have responded fast to the rising capex. Lam’s DRAM systems revenue doubled YoY and TEL’s DRAM sales rebounded 66% YoY in the June quarter. NAND makers ht…
We raise our 2026-28 WFE forecast (again!) to factor in stronger demand and accelerating supply signaled by 2Q26 earnings. (1/5)🧵