Can Advanced Packaging Demand Accelerate LRCX's Long-Term Growth?

Key Takeaways LRCX expects advanced packaging revenues to grow more than 40% in fiscal 2026.LRCX benefits from HBM4 demand, with up to 16-layer stacking driving electroplating and TSV etch needs.LRCX sees Advanced packaging is becoming a larger spending area in memory, foundry and logic.Lam Research (LRCX) is witnessing strong growth in its advanced packaging business, which is being driven by the need to build more complex chips on the back of strong AI demand. As chipmakers look to improve performance and ...