Lam Research Sets 2027 Wafer Equipment Spending Forecast Above $200 Billion

Lam Research set a preliminary forecast for wafer-fabrication equipment spending to exceed $200 billion in 2027, alongside quarterly results showing revenue climbed 54% year over year to $8.219 billion. The outlook points to continued investment in chipmaking equipment, while supply constraints could limit the industry’s ability to meet demand. Lam gave the preliminary spending forecast on its Oct. 21 earnings call. It compares with a mid-$150 billion range for 2026. The company expects DRAM to lead spending growth, followed by leading-edge foundry logic and NAND.

Source: TokenPost