Lam Research(US:LRCX) ZACKSยท2025-08-12 14:16Core Insights - Lam Research's international operations are crucial for understanding its financial resilience and growth potential [1][2] - The company's total revenue for the quarter reached $5.17 billion, marking a 33.6% year-over-year increase [4] International Revenue Breakdown - China contributed 35.5% of total revenue, amounting to $1.84 billion, exceeding expectations by +8.65% [5] - Southeast Asia generated $126.85 million, representing 2.5% of total revenue, falling short of projections by -58.25% [6] - Taiwan's revenue was $966.22 million, accounting for 18.7% of total revenue, surpassing estimates by +11.78% [7] - Korea contributed $1.12 billion, making up 21.8% of total revenue, exceeding expectations by +7.99% [8] - Japan accounted for 14.3% of total revenue, translating to $741.29 million, significantly surpassing expectations by +88.29% [9] - Europe contributed $89.85 million, representing 1.7% of total revenue, missing projections by -46.46% [10] Future Revenue Projections - Analysts expect total revenue for the current fiscal quarter to be $5.22 billion, a 25.2% increase from the previous year [11] - Projected contributions from various regions include: China (29.5% or $1.54 billion), Southeast Asia (5.1% or $264.9 million), Taiwan (16.1% or $842.65 million), Korea (19.5% or $1.02 billion), Japan (7.3% or $381.88 million), and Europe (3.1% or $162.61 million) [12] - For the entire year, total revenue is forecasted at $19.49 billion, a 5.7% improvement from the previous year, with regional contributions expected from China (31.3% or $6.1 billion), Southeast Asia (5.4% or $1.05 billion), Taiwan (18% or $3.52 billion), Korea (21.3% or $4.16 billion), Japan (8.1% or $1.57 billion), and Europe (3.2% or $621.65 million) [13] Conclusion - Lam Research's reliance on global markets for revenue presents both opportunities and challenges, making the monitoring of international revenue trends essential for predicting future performance [14]