Morgan Stanley forecasts WFE growth in 2026 after record-setting 2025

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Taiwan Semiconductor Manufacturing Company (TSMC) plant in Tainan Science Park, Taiwan

BING-JHEN HONG/iStock Editorial via Getty Images

The wafer fab equipment, or WFE, market is expected to increase in 2026 following a record-setting 2025, according to Morgan Stanley.

The 2026 growth will be driven by dynamic random-access memory, or DRAM, along with leading-edge logic and China. The financial firm expects

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