SEMI Forecasts 69% Growth in Advanced Chipmaking Capacity Through '28.
👉Capex on advanced process equipment is expected to increase +94% vs. '24.👉Investment in 2nm and below wafer equipment is projected to double from '24 to '28.$Veeco Instruments(VECO.US) $Lam Research(LRCX.US) $Applied Materials(AMAT.US) $TE Connectivity(TEL.US) $COTN #EBARA $Entegris(ENTG.US)Source: Chips & Wafers
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