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![SergeyCYW Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1343459213004173312.png) Sergey [@SergeyCYW](/creator/twitter/SergeyCYW) on x 6337 followers
Created: 2025-07-17 14:59:23 UTC

Lam Research Corporation $LRCX
Lam Research supplies wafer fabrication equipment focused on deposition, etch, and clean technologies. In Q1 2025, revenue rose to $XXXX billion, up XXX% sequentially, with record foundry performance and XXXX% gross margin.

Guidance for June 2025 projects $XXXX billion revenue and XXXX% non-GAAP gross margin. Lam’s strategic edge comes from its Striker SPARC ALD product and expanded use of ALTUS Halo Mo in 3D NAND. Its alignment with AI and memory innovation positions it well for the expected $XXX billion in 2025 wafer fabrication equipment spending.

![](https://pbs.twimg.com/media/GwEWKu5bUAANNYq.jpg)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945860890018168908/c:line.svg)

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[Post Link](https://x.com/SergeyCYW/status/1945860890018168908)