Applied Materials Forecasts DRAM WFE to Grow Over 2x vs NAND, Leading-Edge Logic Over 50% Share
Applied Materials, the top DRAM wafer fab equipment player, expects DRAM WFE to grow more than 2x compared to NAND WFE. The company also anticipates leading-edge logic to capture over 50% share within the foundry and logic sectors.
Applied MaterialsTailwindApplied Materials, as the top DRAM WFE player, is forecasting more than 2x growth in DRAM WFE, which directly implies increased demand for its equipment, confirming an operational milestone with specific growth expectations.