Lam Research sees WFE market topping $200 billion in 2027

Lam Research reported third-quarter 2026 revenue of $8.2 billion, up 22% quarter-over-quarter, and guided fourth-quarter revenue to $8.6 billion, plus or minus $400 million. The company expects the wafer fab equipment market to exceed $200 billion in 2027.

• Lam Research Q3 2026 revenue reached $8.2 billion, up 22% QoQ
• Q4 guidance set at $8.6 billion, plus or minus $400 million
• Lam expects the WFE market to top $200 billion in 2027