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StocksMedium•11 March 2026•

1 min read

Lam Research Forecasts $135B WFE Market by 2026 Amid Memory Capex Surge

Key Facts

1Lam Research expects the Wafer Fabrication Equipment (WFE) market to reach $135B in 2026, a 23% increase from 2025.

2China revenue concentration is expected to fall below 30% to mitigate trade restriction risks.

Lam Research (LRCX) has raised its outlook for the Wafer Fabrication Equipment (WFE) market, projecting it to reach $135 billion by 2026. This forecast represents a significant 23% increase compared to 2025 levels, signaling a robust expansion in semiconductor manufacturing investments. The company is poised to benefit from market share gains in the logic segment and a major recovery in memory capital expenditure. Strategically, Lam Research expects its revenue concentration from China to fall below 30%, a move aimed at mitigating risks associated with trade restrictions. Analysts view these developments as a strong fundamental catalyst, positioning the company as a primary beneficiary of the upcoming industry upcycle.