Lam Research Reports Third Consecutive Record Quarter Thanks to AI Chips!
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The AI era is leading to increased etching and deposition intensity. The CEO raises the WFE market forecast to $140 billion. Lam Research reports its third consecutive record quarter and anticipates a stronger second half of 2026. New cleanroom capacities are expected to provide a growth boost in 2027. The services and spare parts business reaches a milestone with $2 billion. Advanced Packaging is projected to grow by over 50%. Lam Research (LRCX) is a global leader in wafer fabrication equipment (WFE) and associated services for the semiconductor...
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