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Lam Research sees WFE topping US$200 billion in 2027
What happened
Lam Research reported third-quarter 2026 revenue of US$8.2 billion, up 22% quarter-over-quarter, and forecast fourth-quarter revenue of US$8.6 billion, plus or minus US$400 million. The company expects the wafer fabrication equipment (WFE) market to reach the mid-US$150 billion range in 2026 and initially forecasts more than US$200 billion in 2027, with percentage growth led by DRAM. The 2026 and 2027 figures are forecasts, not achieved results.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
wafer fabrication equipment (WFE)DRAM
Source and time
Source: DigiTimes Asia · 10/22/2026 · View original source
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