June 22, 2026 04:11 AM GMT Semiconductor Capital Equipment | Global Raising our memory WFE forecasts (mainly DRAM) We are raising our DRAM WFE and bit supply forecasts, while fine-tuning our NAND WFE forecast, with NAND bit supply moving higher on yield improvement. Key Takeaways We are not revising our company models or logic WFE estimates, but given our checks around DRAM tool purchases being pulled forward, and our view that MU's FY26/27 capex guide may be revised higher, we are updating our DRAM and NAN ...