Key Takeaways LRCX expects China's revenue share to drop below 30% in 2026 versus roughly 43% in Q1 fiscal 2026.LRCX estimates shipment limits could cut China sales by $600M in 2026, affecting near-term systems revenues.LRCX sees AI-driven foundry and memory spending in Taiwan, Korea and the U.S. boosting demand for its tools.Lam Research Corporation (LRCX) expects China’s share of its total revenues to fall below 30% in 2026 as new export restrictions limit shipments to certain domestic customers. In recen ...