RT @ChipStockInvest: $LRCX CEO Tim Archer expects wafer fab equipment (WFE) spending to exceed $200B in 2027, up from the mid-$150B range projected for 2026. Growth is expected to be led by DRAM, followed by leading-edge foundry logic and NAND. Lam just delivered record quarterly revenue of $8.2B, up 54% YoY, with operating margins reaching 40.2%. But can the industry keep up with demand? Cleanroom capacity and supply chain constraints could limit equipment shipments, while China's spending remains uncertain. Our latest CSI analysis explores the growth opportunity and the risks behind the $200B forecast. Full article linked in the comments. #Lamresearch #Investing #ChipStockInvestor
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