Latest / Chip Stock Investor Podcast
Wafer Fab Equipment, M&A Moves & The Lab 7 You've Never Heard Of
Are the Fab 5 wafer fab equipment companies — ASML, Applied Materials, Lam Research, Tokyo Electron, and KLA Corp — still worth buying at today's valuations? CSI breaks down 20 years of revenue data across the five companies that control roughly 70% of annual global fab equipment spending, and explain why 2026 and 2027 are shaping up to be record revenue years — with a potential speed bump in 2028 worth watching.
The conversation also covers the wave of creative M&A reshaping the equipment landscape: the Axcelis and Veeco merger nearing final approval,
Onto Innovation's strategic equity stake…
The skinny
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