Top-5 semicap DRAM equipment revenue up 80% y/y in 3QCY26. Another ATH and ASML gaining share. $35B+ annual run-rate fo…
Top-5 semicap DRAM equipment revenue up 80% y/y in 3QCY26. Another ATH and ASML gaining share. $35B+ annual run-rate for top-5 semicap DRAM equipment revenue in 3Q26. Showing no signs of slow down. KLA, for example, expects 60% of its process control revenue to come from memory (mostly DRAM), up from 30%+ in 2026.
Source: Sravan Kundojjala
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