Lam Research Posts Record $5.84 Billion March Quarter and Lifts 2026 Equipment Outlook to $140 Billion as AI Capex Reshapes Wafer Fab Spending
Lam Research reported record Q3 FY2026 revenue of $5.84 billion on April 22, beat estimates, and raised its 2026 wafer fab equipment forecast from $135 billion to $140 billion with bias to the upside.
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