WFE Estimates Raised After BofA Upgrade: BofA raised WFE estimates ~7% on Mar 30, 2026, citing stronger semicap guidance and ~28% YoY AI datacentre capex growth in 2025 (IDC); implications span ASML backlog to foundry bookings. 👈 Read full analysis #WFE #BofA #Semicap #AI #Datacentre
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