Lam Research Q1 Revenue Hits $8.22B on AI Chip Demand
Lam Research reported Q1 FY2027 revenue of $8.22B, up 22% sequentially, driven by AI semiconductor demand, leading-edge systems, and 40.2% operating margin.
semiconductor equipment
Applied Materials Record Q3: $9.1B, Guide Up, China Slips
Applied Materials posted record Q3 FY26 revenue of $9.12B and guided Q4 to $10.25B, but China’s revenue share fell from 35% to 28%. Stock -5% pre-market.