AI And Memory TrendsLRCX is positioned well to take advantage of AI/Memory WFE trends into 2026E.
Market PositioningLam is the leader in tools used in the process of etching and the #2 player in tools used in deposition, indicating strong market positioning.
Revenue GrowthThe forecast for Lam Research's revenue from Taiwan/TSMC shows significant growth, reflecting share gains in advanced technology.