MKS Instruments is likely to benefit significantly from investments in semiconductor equipment
According to TechInsights, global electronics revenues are expected to exceed $3.5 trillion by 2029.
Services and consumables already account for 40% of the revenue
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For me, MKS Instruments (MKSI) is a potential top beneficiary of increasing investments in semiconductor equipment. According to Morgan Stanley, WFE spending (Wafer Fab Equipment) is expected to rise by 14% this year to a record of $117 billion and will also grow by 5% in 2026. The investment requirement for WFE is estimated at $150 billion to elevate the global semiconductor market to a projected $1 trillion by 2030. MKS Instruments can address over 85% of WFE applications with its key technologies and provides leading chip machine manufacturers...
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