Key Takeaways LRCX posted a 48.3% YoY jump in Systems revenues to $3.55B, 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 ...

Key Takeaways Lam Research's Systems revenues rose 48.3% to $3.55B, 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 ...