Applied Materials Sees Chip-Tool Spending Up 30% in 2027, With Cleanroom Space the Limit

Applied Materials forecasts a 30% increase in chipmaking equipment spending in 2027, limited by the availability of cleanroom space in semiconductor fabs. The company reported record quarterly revenues and plans to double its production capacity by 2028, tied closely to AI-driven chip demand, especially in advanced packaging, DRAM, and leading-edge logic.

This Wire brief sits within Fusion42's coverage of Semiconductors.