KLA: wafer fab equipment market exceeding US$200B in 2027

KLA expects global wafer fabrication equipment (WFE) spending to exceed US$200 billion in 2027, as semiconductor manufacturers accelerate investments in advanced logic, DRAM and high-bandwidth memory (HBM), according to executives on the company's October 28 earnings call. The projection marks an improvement over its outlook for the current year and reflects growing confidence in a prolonged semiconductor investment cycle.