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Lam Research's revenue from South Korea reached $1.63 billion in the quarter ended 27 September 2026, more than double the $776 million a year earlier, lifting Korea to 20% of the chip-tool maker's $8.22 billion quarterly revenue Lam Research's revenue from South Korea increased significantly in a year

SourceLam Research, Form 10-Q·Sep 2026

Verified 2026-10-26

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Why it matters

Korea is home to the biggest memory makers, so surging tool sales there show the AI memory boom turning into new factory spending.

Lam ResearchLRCX
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$254.37
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AI share of revenue
Not disclosed

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