---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000923989.md"
description: "UBS: WFE spend is projected to go from $116.5B in 2025 to $274.5B in 2028E (2.4x), with memory leading at 2.7x, from $46.3B to $125.8B.$Teradyne(TER.US) $KLA(KLAC.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US) $MKS(MKSI.US)"
datetime: "2026-10-03T16:15:28.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000923989.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000923989.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000923989.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# UBS: WFE spend is projected to go from $116.5B in …


### Related Stocks

- [LRCX.US](https://longbridge.com/en/quote/LRCX.US.md)
- [AMAT.US](https://longbridge.com/en/quote/AMAT.US.md)
- [MKSI.US](https://longbridge.com/en/quote/MKSI.US.md)
- [TER.US](https://longbridge.com/en/quote/TER.US.md)
- [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md)
- [LRCU.US](https://longbridge.com/en/quote/LRCU.US.md)
- [AMA.US](https://longbridge.com/en/quote/AMA.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**