Lam Research: Indispensable Supplier in the AI Supercycle
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Technological advantage: With the new ALTUS® Halo platform and leading tools for etch and deposition, Lam Research provides the key technologies for AI chips, HBM, and Gate-All-Around transistors. Strong growth: Revenue increase of 33.6% in Q4/2025, robust margins, and a broad customer base make Lam an indispensable beneficiary of the global AI investment wave. The demand for artificial intelligence is rapidly transforming the semiconductor industry, and Lam Research is among the biggest beneficiaries. The US company develops highly...
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