Lam Research signals sustained AI-driven momentum as WFE outlook improves

Charlene Chen

, DIGITIMES Asia, Taipei

Apr 23, 2026, 09:46 0

Credit: DIGITIMES

Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial intelligence demand. Revenue reached US$5.84 billion, up 24%...

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