Market pessimism is premature! Deutsche Bank: The semiconductor equipment supercycle is not over yet; WFE spending could soar to $270 billions by 2028

According to information obtained by Zhitong Finance APP, Deutsche Bank recently released a research report pointing out that since July, semiconductor equipment stocks have struggled to boost investor confidence, with share prices falling by an average of 29% from their July highs. This sector has significantly underperformed compared to other industries during the same period—the broader Philadelphia Semiconductor Index (SOX) fell just 16%, while the S&P 500 Index rose by 3%.