# Lam Research Raises Aether Revenue Target to $2.5 Billion by Decade's End By John Kim Canonical URL: https://www.tokenpost.com/news/business/38145 Published: 2026-10-22T17:31:50.000Z Updated: 2026-10-22T17:31:50.000Z Section: Business > Lam’s preliminary forecast puts 2027 wafer-fab equipment spending above $200 billion. DRAM is expected to lead demand growth, with NAND use also increasing. Lam Research raised its revenue target for Aether to about $2.5 billion by the end of the decade. The company’s preliminary forecast for industry wafer-fab equipment spending in 2027 is above $200 billion. Lam expects DRAM to lead demand growth, with NAND use also increasing. Clean-room capacity and supply-chain constraints are risks to the company’s ability to meet demand. Wafer-fab equipment spending is an industry measure, separate from Lam’s own revenue. The preliminary 2027 forecast follows Lam’s [mid-$150 billion outlook for 2026 WFE spending](). ## Links in this article - [mid-$150 billion outlook for 2026 WFE spending](https://www.tokenpost.com/news/business/37716)