Lam Research can more than double its NAND business compared to the quarter, reaching a two-year high!

Lam Research (LRCX) benefits as a leading supplier of semiconductor equipment from increasingly complex chip architectures and manufacturing processes. In particular, Gate-All-Around and advanced packaging technologies are critical prerequisites for the production of AI devices, as well as high-bandwidth GPUs and memory. Deliveries in these areas exceeded the $1 billion mark last year and are expected to rise to "significantly over $3 billion" in the current fiscal year. KeyBanc analysts expect the wafer fabrication equipment (WFE) market to grow...