AI 敞口
Lam Research
只有一个可报告分部，做的正是存储堆叠与先进逻辑都绕不开的刻蚀与沉积工序。代工在一年内占比提升了九个百分点，而那张表格刻意把先进制程与其余制程合并统计。
未披露
Systems revenue: $14.89bn of $23.23bn total, FY2026 to 28 June 2026, with foundry 54% of equipment revenue against 45% a year earlier
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