According to CoinMeta, as reported by A early issuer of in in 2021, Bernstein raised its global WFE expenditure forecast for 2026 to $141 billion in an August 11 research report, to $175 billion in 2027, and to $198 billion in 2028, with an expected cumulative growth of 75% over two years. China's WFE demand is projected to reach $57 billion, $57.3 billion, and $101 billion respectively from 2026 to 2028. Domestic equipment manufacturers are expected to generate revenue of $16 billion in 2026, with annual imports amounting to $41 billion. The target price for Applied Materials was raised from $525 to $675, for Lamina Semiconductor to $385, and for KLA to $250.