Lam Research Projects $8.1 Billion Revenue for September Quarter
Lam Research (NASDAQ:LRCX) has projected revenue of $8.1 billion for its upcoming September quarter, with the company's management forecasting that worldwide foundry equipment spending will remain in the low $150 billion range. During an earnings call, CEO Timothy Archer highlighted strong performance in the June quarter, noting record levels of revenue, operating margin, and earnings per share. The growth was primarily driven by a doubling of NAND-related revenues compared to the previous quarter. The company's confidence reflects continued strength in semiconductor manufacturing demand, particularly for memory technologies like NAND flash. Lam Research is one of the leading suppliers of wafer fabrication equipment (WFE), making it well-positioned amid ongoing industry expansion.
Tickers: $LRCX
Topics: Lam Research NAND Revenue Q4 2026 Earnings Call Revenue Growth