美国半导体设备：SPIE 展会首日要点-US Semiconductor Equipment SPIE Day 1 Takeaways
2026-02-25 04:08
24 Feb 2026 08:34:35 ET │ 14 pages US Semiconductor Equipment SPIE Day 1 Takeaways CITI'S TAKE We hosted an investor dinner with Lam Research CFO & EVP Doug Bettinger and VP IR Ram Ganesh. Overall, management tone was positive with expectations for another relative WFE out-performance year driven by DRAM + foundry capacity with continued technology migrations in NAND and some new capacity. Dep/Etch SAM is expected to grow faster than WFE and Lam expects to hold 50%+ of the share. Lam's recent 2026 WFE view ...