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Forecast: Semiconductor Capital Spending, Wafer Fab Equipment and Capacity, Worldwide, 4Q21 Update


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Summary

Wafer fab equipment revenue will increase by 35.8% in 2021 and 10.7% in 2022 as IDMs and foundries continue to invest heavily in leading edge logic and memory suppliers increase new capacity. WFE revenue will decline in 2023 and 2024 as manufacturers pause to digest the new capacity.

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