KLA sees wafer equipment spending topping $200 billion in 2027

KLA expects worldwide wafer-fabrication equipment spending to exceed $200 billion in 2027, according to comments on its October 28 earnings call reported by DigiTimes. Executives pointed to investment across advanced logic and memory manufacturing, including DRAM and HBM. The projection is stronger than the company's outlook for the current year and signals expectations for an extended semiconductor investment cycle.