Stifel is forecasting wafer fabrication equipment spending to increase by 10% to 15% in calendar year 2026, which should benefit Teradyne (TER), Lam Research (LRCX) and KLA (KLAC). This equates to a ...

Lam Research raises WFE outlook, as AI chip demand lifts record Q3'26 revenues and EPS, with strong growth in etch, deposition and memory investments.

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Yole Group released its Status of the Wafer Fab Equipment Industry 2025 report, the latest edition of its annual deep dive into one of the semiconductor industry’s most capital-intensive and ...

The wafer fab equipment, or WFE, market is expected to increase in 2026 following a record-setting 2025, according to Morgan Stanley. The 2026 growth will be driven by dynamic random-access memory, or ...

Artificial intelligence infrastructure investments are forecasted to drive 8% annualized growth for the Wafer Fabrication Equipment market over the next five years. Wafer fabrication equipment (WFE) ...

With semiconductor device revenue showing 19% year-over-year growth , WFE vendors are adapting to uneven CapEx by broadening their application mix... The semiconductor industry is on a strong upward ...

Lam Research LRCX is witnessing strong momentum in wafer fabrication equipment (WFE) demand as accelerating AI infrastructure investments drive higher semiconductor capital spending across memory, ...