Applied Materials sees wafer fab equipment spend topping $200B in 2027
BenBajarin · x · 2026-11-13
Applied Materials expects wafer fab equipment spending to grow more than 30% in 2027, landing the market in the low $200 billions—the same view as Lam Research. It is building factory capacity for a much larger industry, with cleanroom openings the key variable for when fabs can install ordered tools.
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