AMAT Gains From Traction in WFE Products: A Sign of More Upside? [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
intelligence and high performance computing (HPC). AMAT reported that its leading-edge foundry/logic, DRAM and advanced packaging will be the fastest-growing areas of the WFE market. AMAT specializes in Gate-All-Around (GAA) transistors at 2nm and below, Backside power delivery, Advanced wiring and interconnect, HBM stacking and hybrid bonding and 3D device metrology, which are indispensable for manufacturing next-generation semiconductor chips. Recent launches like Xtera epi, Kinex hybrid bonding, PROVision 10 eBeam will add to AMAT's growth story. AMAT expects next-generation technologies to be produced in large volume, which means that the company's customers will be ramping up their foundries, naturally benefiting AMAT's business. In 2025, AMAT strengthened its leadership in DRAM, growing revenues from leading-edge customers by more than 50%. This trend is likely to continue in the future. However, in fiscal 2025, AMAT's growth was constrained by increased trade restrictions
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LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 11/17/25 - Form 4
- 11/14/25 - Form 144
- 11/10/25 - Form 4
- LRCX's page on the SEC website