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ASML gains share as top-5 DRAM equipment revenue jumps 80% y/y in Q3

@SKundojjala · 20 hours ago

ASML

Top-5 semicap DRAM equipment revenue rose 80% y/y in Q3 2026, reaching a $35B+ annual run-rate.
ASML is reportedly gaining share within the top-5 semicap DRAM equipment group.
KLA reportedly expects 60% of its process control revenue to come from memory, mostly DRAM, up from 30%+ in 2026.

Sources

Top-5 semicap DRAM equipment revenue up 80% y/y in 3QCY26. Another ATH and ASML gaining share. $35B+ annual run-rate for@SKundojjala

ASML gains share as top-5 DRAM equipment revenue jumps 80% y/y in Q3 — Heurist Finance