We attended the SEMICON West Conference in San Francisco, California on October 13-14 and met with Applied Materials, Lam Research, Teradyne, Camtek, Onto Innovation, MKS Instruments, and a variety of other companies across the industry. Overall, we came away from the event with an incrementally positive view on WFE growth for 2027 and 2028 - consistent with our recent WFE outlook. We highlight key industry takeaways, along with company-specific takeaways below: WFE trends: Although companies avoided giving ...