Can Advanced Packaging Boost Systems Sales at Lam Research in FY26?

Key Takeaways Lam Research's Systems revenues jumped 28.8% year over year to $11.49 billion in fiscal 2025.Advanced packaging revenues topped $1B in 2024 and are expected to exceed $3B in 2025.Rising AI and high-performance computing demand is driving a greater need for LRCX's process tools.Lam Research Corporation (LRCX) sees advanced packaging as a major growth driver for its Systems segment sales in fiscal 2026. The company crossed $1 billion in advanced packaging-related revenues in the calendar year 20 ...