LRCX Leans on CSBG & Semiverse Solutions: Will it Drive Growth?

Key Takeaways Lam Research leans on CSBG and Semiverse Solutions to drive growth and reduce revenue volatility. CSBG posted $1.68B in Q3 FY25 revenues, up 20% YoY, and is growing 1.5x faster than the WFE market. Semiverse signs new licensing deals as tools like SEMulator3D gain traction in virtual chip development.Lam Research Corporation (LRCX) is building a durable competitive edge through two powerful growth engines, the Customer Support Business Group (CSBG) and Semiverse Solutions. Together, these gr ...