Lam Research Eyes AI Growth with CEA Leti Partnership and Leadership Shift

Lam Research has entered a multi-year collaboration with CEA Leti to develop advanced specialty technology devices for AI and high performance computing. The partnership focuses on MEMS, 3D imaging, RF solutions, photonics, and quantum optics. Lam has also promoted Sesha Varadarajan to Chief Operating Officer and appointed Anirudh Devgan to its board of directors. These moves highlight Lam's positioning of its product roadmap and leadership structure around complex, higher value applications.