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Lam Research raises worldwide fab equipment (WFE) spending forecast specifically driven by sustained AI demand for advanced packaging, NAND, and DRAM capacity.
Semiconductor equipment maker raising guidance signals strong foundry and memory-maker capex cycle supporting hyperscaler GPU cluster proliferation and AI chip scaling.
Trade pressSlicast · July 30, 2026 · US · Source: Google News
importance 92Lam Research delivered record quarterly results and raised its outlook for global wafer fab equipment (WFE) spending, citing accelerating AI-driven demand across memory, advanced logic, and packaging.