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我们再次上调 2026-28 年 WFE 预测，以反映 2Q26 财报所显示的更强需求和加速的供给。(1/5)🧵
正文
We raise our 2026-28 WFE forecast (again!) to factor in stronger demand and accelerating supply signaled by 2Q26 earnings. (1/5)🧵
来源：@SemiAnalysis_ · x.com
我们再次上调 2026-28 年 WFE 预测，以反映 2Q26 财报所显示的更强需求和加速的供给。(1/5)🧵
We raise our 2026-28 WFE forecast (again!) to factor in stronger demand and accelerating supply signaled by 2Q26 earnings. (1/5)🧵
来源：@SemiAnalysis_ · x.com