The primary drivers of wafer fab equipment (WFE) demand are the strength of semiconductor demand and the existing capacity level. As far as the demand for semiconductors is concerned, it will be hugely boosted by ongoing transitions adopting AI, IoT, EVs and renewable energy. Government regulations and funding around the world will support this trend.The future of warfare is also in the most advanced electronics. Therefore, strategic necessity will continue to boost demand and production around the world, p ...