Story thread · 3 reports / 3 sources

Chipmaking equipment spending could hit US$270 billion by 2030, Futurum says

digitimes.com · 4dShare

Global wafer fab equipment (WFE) spending could reach about US$270 billion in 2030 as data center expansion drives demand for advanced logic, high-bandwidth memory (HBM), DRAM and advanced packaging capacity, according to Futurum Group.

First report: Micron closes in on No. 2 spot in DRAM market as AI demand reshapes memory chip rankings — cryptobriefing.com, 4d