Foundry Drives LRCX's Systems Revenues: Will the Momentum Last?
拉姆研究拉姆研究(US:LRCX) ZACKS·2025-11-13 23:01

Key Takeaways Lam Research's Systems revenues rose 48.3% to 3.55B,ledbystrongfoundryperformance.Foundrysalesmadeup603.55B, led by strong foundry performance.Foundry sales made up 60% of Systems revenues, lifted by AI and chip manufacturing demand.New Aether and Akara technologies enhance precision for next-gen transistor production.Lam Research Corporation’s (LRCX) Systems revenues have been driven mainly by the strength of its foundry business. In the first quarter of fiscal 2026, Systems revenues surged 48.3% year over year to 3.55 billion. Of the total Syst ...