全球半导体资本支出与存储前瞻-上调 2026 年全球晶圆产能预期，外加第三季度财报的策略思路-Global Technology_ Semiconductors_ Semi Cap & Storage Previews_ Raising 2026 WFE estimates, plus tactical ideas for 3Q earnings

8 October 2025 | 5:00AM EDT Equity Research Global Technology: Semiconductors: Semi Cap & Storage Previews: Raising 2026 WFE estimates, plus tactical ideas for 3Q earnings Raising global WFE estimates; see elevated expectations into 3Q reports AMAT (Buy) – Expect upside to guidance, driven by an improved memory spending outlook. We remain positive on AMAT into the quarter, despite the company's recent weak guidance last quarter plus incremental BIS export controls on customers in China. We continue to belie ...