Lam establishes Panel-Level Packaging Center of Excellence in Salzburg
The center expands R&D for panel-level processing to meet AI era demands and enable customer collaboration.
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Semiconductor equipment manufacturer
lamresearch.comLast updated
In short: Lam Research capitalized on AI-driven chip demand, reporting record $18.44B fiscal 2025 revenue and advancing sub-1nm logic scaling with IBM.
The center expands R&D for panel-level processing to meet AI era demands and enable customer collaboration.
ALTUS Halo® wins Gold and Akara® wins Silver for microelectronics innovations in AI chipmaking.
ALTUS® Halo earns Gold and Akara® Silver in Microelectronics Material Advancements for semiconductor innovations.
Revenue reaches $5.84 billion with 49.8% GAAP gross margin and $1.45 diluted EPS. AI-driven demand boosts performance. Outlook projects $6.6 billion revenue next quarter.
Lam Research is in focus as Citi's $450 price target highlights the company's potential from surging NAND demand.
Wells Fargo raised its 2027 wafer fab equipment forecast to $190B and sees a strong Q2 for ASML and other chip equipment makers.
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"A capex supercycle is taking hold," Peter Oppenheimer, the bank's chief global equity strategist, said in a client note on Tuesday.
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