Can AI-Driven Foundry Demand Drive LRCX's Systems Revenue Growth?
拉姆研究拉姆研究(US:LRCX) ZACKS·2025-12-17 23:02

Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to 3.55B,withfoundrysalesrisingto603.55B, with foundry sales rising to 60% of the total.LRCX gains from AI and HPC-led investments, supported by its strength in critical etch and deposition tools.LRCX is seeing traction for Aether EUV and Akara systems, with FY26 Systems revenues projected at 14.07B.Lam Research Corporation (LRCX) is seeing growing support from artificial intelligence (AI)-driven demand in the foundry market, which is becoming a key driver of its systems rev ...