BofA sees multi-year AI growth driver in wafer-fab chip equipment
TL;DR Summary
Bank of America analysts say wafer-fab chip-equipment names such as Lam Research, KLA and Applied Materials are set for multi-year AI-driven growth, lifting 2026–2027 revenue forecasts toward about $140B and $171B, with potential long-run gains as AI workloads, CPUs and memory demand tighten supply and spur continued investment in semiconductor fabrication equipment.
Topics:business#ai-growth#applied-materials#kla-corp#lam-research#semiconductor-equipment#technology
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