---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000964328.md"
description: "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"
datetime: "2026-11-01T17:18:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000964328.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000964328.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000964328.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Top-5 semicap DRAM equipment revenue up 80% y/y  i…


### Related Stocks

- [ASML.US](https://longbridge.com/en/quote/ASML.US.md)
- [KLAC.US](https://longbridge.com/en/quote/KLAC.US.md)
- [ASMG.US](https://longbridge.com/en/quote/ASMG.US.md)
- [ASMU.US](https://longbridge.com/en/quote/ASMU.US.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**