AI EXPOSURE
Lam Research
One reportable segment, and the etch and deposition steps that memory stacking and advanced logic both run through. Foundry gained nine points of its mix in a year, in a table that mixes leading-edge with everything else by design.
AllFactsAI holds no position in Lam Research (LRCX), as at 16 October 2026.
Semi Equipment
Not disclosed
Systems revenue: $14.89bn of $23.23bn total, FY2026 to 28 June 2026, with foundry 54% of equipment revenue against 45% a year earlier
This company's long-form card is not written yet.
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