Capacity plans support it: AMAT says it can double output with floor space ready to go, Lam has nearly doubled manufactu…
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-07-29
SemiAnalysis documents that major semiconductor equipment makers AMAT, Lam Research, TEL, and ASML are aggressively expanding manufacturing capacity, with targets ranging from 1.8x to 2x current output.
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Extraction
Topics: semiconductor-equipmentmanufacturing-capacitysemicap-market
Claims
- Applied Materials (AMAT) says it can double output with floor space already ready to go.
- Lam Research has nearly doubled its manufacturing capacity over the past four years.
- TEL targets 1.8x manufacturing capacity by FY2029.
- ASML has turned pre-emptive on capacity expansion following its 2Q26 earnings.
Key quotes
AMAT says it can double output with floor space ready to go, Lam has nearly doubled manufacturing capacity in four years, TEL targets 1.8x by FY2029, and ASML turned pre-emptive on capacity after 2Q26.