Here’s What Lam Research (LRCX) Highlighted at Cantor Fitzgerald Conference

​Management noted increasing fiscal 2025 gross by 40% year-over-year, which surpassed the marketplace maturation complaint of 10%. Notably, the gross margins besides exceeded the people exemplary of 50% successful aggregate quarters past year. Management noted that its Customer Support Business Group present generates astir one-third of the company’s gross and has shown 13% 5-year CAGR growth.

​Looking ahead, the institution noted that they expect the wafer fabrication instrumentality marketplace to deed $135 cardinal successful 2026, chiefly driven by AI compute demand. Moreover, beyond the $135 cardinal WFE forecast, adust defy exertion offers a $1.5 cardinal accidental implicit the adjacent 5 years, with aboriginal DRAM wins.

​Lam Research Corporation (NASDAQ:LRCX), founded successful 1980, is simply a California-based institution specializing successful semiconductor processing instrumentality for the usage successful fabrication of integrated circuits.

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