Semiconductor equipment makers riding on the structural semiconductor upcycle driven by sustained AI demand.
- - Read this at SGinvestors.io -
- Lam’s outlook is similarly underpinned by AI-driven demand, with management highlighting that more complex three-dimensional device structures and packaging are increasing etch and deposition intensity, while its growing services, spares and upgrades business provides an additional earnings lever alongside system demand. Consensus is expecting a 25% and 30% growth in revenue for FY26F and FY27F, respectively and earnings to grow by 33%-36%.
Order momentum set to accelerate against a supportive industry backdrop.
- Read more at SGinvestors.io.
Above is an excerpt from a report by DBS Group Research.
Clients of DBS may access the full PDF report @ https://www.dbs.com/insightsdirect/.
Lee Keng LING DBS Group Research | https://www.dbs.com/insightsdirect/ 2026-04-28
Read also DBS's most recent report:
2026-05-12 UMS Integration - AI Demand Supports Strong 1Q26, In Line.
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