Market pessimism is premature! Deutsche Bank: The semiconductor equipment supercycle is not over yet; WFE spending could soar to $270 billions by 2028

智通财经2026/10/13 06:26

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According to information obtained by Zhitong Finance APP, Deutsche Bank recently released a research report pointing out that since July, semiconductor equipment stocks have struggled to boost investor confidence, with share prices falling by an average of 29% from their July highs. This sector has significantly underperformed compared to other industries during the same period—the broader Philadelphia Semiconductor Index (SOX) fell just 16%, while the S&P 500 Index rose by 3%.

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MAGS ETF has retreated nearly 7% from its yearly high, with Meta and Tesla's financial reports triggering volatility. Microsoft, Alphabet, and Amazon are about to release their earnings, and market attention is shifting from revenue to AI capital expenditures and free cash flow. Each of the three tech giants has invested over $100 billions in AI.

智通财经•2026/10/26 00:36