Lam guided September 2026 revenue to $8.1 billion, implying more than 20% sequential growth as demand accelerates.
Lam expects advanced packaging revenue to grow more than 70% in calendar 2026, driven by HBM, 2.5D/3D packaging, and panel-level formats.
Lam's second Malaysia manufacturing facility is expected to come online in second-half 2026, adding capacity for the next demand ramp.
Equipment Intelligence and Dextro cobot services are expanding from NAND into DRAM in second-half 2026, creating additional service revenue.
Lam now expects NAND conversion spending to be pulled forward, with the majority occurring before end-2027, followed by greenfield capacity needs.
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