Lam Research Named Top Semiconductor Pick As AI-Driven Manufacturing Supercycle Shifts Into High Gear

$135 Billion WFE Outlook With Spillover Into 2027Arya said meetings with Lam CFO Doug Bettinger reinforced management's confidence that clean-room constraints — not demand — will limit the upcycle.The semiconductor sector is witnessing a remarkable upswing in demand, particularly in wafer fabrication equipment (WFE), the analyst said.This surge is mainly capacity-driven, suggesting a strong year ahead for companies like Lam and Applied Materials, Inc (NASDAQ:AMAT) , which are well-prepared to meet this risi ...