Lam Projects $200B WFE Spending by 2027; Aether Raises Revenue Target

Key Facts

Lam Research projects global Wafer Fabrication Equipment (WFE) spending to exceed $200 billion by 2027, Seeking Alpha reported. Alongside this industry-wide outlook, Aether has increased its long-term revenue target to $2.5 billion by the end of the decade. These updates reflect rising demand for semiconductor manufacturing infrastructure and positive internal growth projections for Aether.

ATHR closed at $2.52 on October 21, 2026, after reaching a session high of $2.87 and a low of $2.42. The price action follows the bullish long-term guidance provided for the semiconductor equipment sector, supported by Lam Research's projections for global capital expenditure growth.