Next-generation memory and logic technologies

Search documents
Will ALD and Etch Deal Wins Anchor LRCX's Systems Revenue Growth?
ZACKSยท 2025-07-14 14:25
Key Takeaways Lam Research Corporation (LRCX) continues to ride strong momentum in its systems business, driven by customer demand for its advanced deposition and etch tools. In the third quarter of fiscal 2025, systems revenues reached $3.04 billion, rising 15.6% sequentially and 27% year over year. This segment contributed about 64% of total revenues, reinforcing its role as a key growth driver for the company. The growth is fueled by Lam Research's advanced products that address the needs of next-generat ...