股价大涨4.45%！AI芯片制造设备需求强劲 泛林集团预测季度营收高于预期

Core Viewpoint - Lam Research (泛林集团) predicts second-quarter revenue will exceed Wall Street expectations due to increased orders from chip manufacturers for semiconductor equipment used in artificial intelligence applications [1][3] Group 1: Financial Performance - The company's stock rose 2.2% in after-hours trading and has doubled in value this year, driven by strong demand for AI semiconductors [3] - Lam Research expects revenue for the quarter ending December 28 to be $5.2 billion, with a fluctuation of $300 million, compared to analyst estimates of $4.81 billion [3] - The company reported revenue of $5.32 billion for the three months ending September 28, surpassing market expectations of $5.23 billion, with an adjusted earnings per share of $1.26, exceeding the expected $1.22 [3] Group 2: Market Demand and Competition - The surge in demand for AI chips has boosted the need for wafer fabrication equipment (WFE), benefiting companies like Lam Research [3] - Lam Research develops equipment necessary for semiconductor manufacturing, primarily used for wafer processing and wiring of various semiconductor devices [3] - The company faces intense competition from semiconductor equipment manufacturers such as Applied Materials and ASML [3]