DRAM and NAND recovery drive Lam Research outlook, AI demand strengthens equipment cycle

Jingyue Hsiao

, DIGITIMES Asia, Taipei

Apr 23, 2026, 09:23 0

Credit: DIGITIMES

Analysts say Lam Research is entering a stronger-than-expected growth phase, with rising demand from DRAM and NAND customers emerging as key drivers of revenue expansion alongside sustained AI-related investments. While overall semiconductor equipment...

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