AI-Driven Foundry Demand Likely to Boost LRCX's Systems Revenues in Q2

Key Takeaways LRCX's Systems revenues are likely to rise sharply in Q2, driven by strong demand from its foundry clients.LRCX is benefiting from AI and HPC investments that boost demand for advanced etch and deposition tools.LRCX's Aether EUV and Akara etch technologies are gaining traction for next-generation chip nodes.Lam Research Corporation (LRCX) is scheduled to release its second-quarter fiscal 2026 earnings on Jan. 28. The chip-making tool provider looks well-positioned for another strong quarter, s ...