Lam Research Reports Record 2025 Results and Q2 Earnings Exceed Guidance

viernes, 30 de enero de 2026, 7:56 am ET1 min de lectura
LRCX--

Lam Research reported record 2025 results with annual revenue of $20.6 billion, up 27%, and a record gross margin of 49.9%. The December quarter topped guidance with revenue of $5.34 billion and margin/earnings above outlook. Management said AI-driven demand is lifting industry WFE to about $110 billion in 2025, with an initial 2026 view near $135 billion. Business mix shifted toward foundry with record DRAM and strong momentum for its Acara etch tools and advanced packaging.

Lam Research Reports Record 2025 Results and Q2 Earnings Exceed Guidance

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