---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000227258.md"
description: "Lam sees capital intensity per wafer unit output (think of it like $ per 10k wafers) keeps going up in foundry logic, NAND and DRAM. Lam indicates it will outperform the WFE market in '26. NAND upgrades and share gains in leading-edge logic and DRAM.Source: Sravan Kundojjala"
datetime: "2025-09-11T09:24:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000227258.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000227258.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000227258.md)
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203.md)"
generator: "portal-rs"
---

# Lam sees capital intensity per wafer unit output (…


### Related Stocks

- [MU.US](https://longbridge.com/en/quote/MU.US.md)

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