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3 Winners From Micron's Huge Capex Guide

Micron's surging capex, now guided at $25B for FY26, is catalyzing a construction boom in the memory industry, directly benefiting WFE vendors. LRCX, AMAT, and KLAC are best positioned to capitalize on elevated cleanroom and equipment spending by Micron and its peers. LRCX, AMAT, and KLAC trade at elevated multiples, but recent upward revisions in FY27 growth estimates suggest further upside remains.

Seeking Alpha • Mar 25, 2026

🧮 Earnings Move Analyzer

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