New 52-Week Highs for BE Semi and VAT Group – WFE Spending Increases from USD 147 Billion Annually to USD 247 Billion by 2028

It has been striking in recent days that the chip equipment suppliers have shown relative strength. They barely retreated from their 52-week highs and ignored the two waves of sell-offs in the tech sector on Friday and Tuesday. On June 11, 2026, two industry representatives, BE Semi and VAT Group, will break out. The New Supercycle of the Semiconductor Industry The chip industry is poised for a tremendous investment boost. Analysts at UBS are extremely optimistic about the development of WFE spending (Wafer Fab Equipment). The experts expect...