SEMI: Global Fab equipment spending is expected to hit US$110 billion, up 2% year-on-year and the 6th straight year of growth. In 2026, fab spending is seen up 18% to $130 billion, driven by demand for high performance computing (HPC), memory chips, and AI silicon for edge devices. 1/2 $ASML(ASML.US) $Applied Materials(AMAT.US) $Lam Research(LRCX.US) $KLA(KLAC.US) $Tokyo Electron(TOELY.US) $AXLS #semiconductor #semiconductors https://t.co/sCYmVPcXME
Source: Dan Nystedt
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