Lam Research Corporation: Advanced Packaging Technologies, Service & Product Expansion & Other Factors Fuelling Our Optimism!

Lam Research Corporation’s recent financial performance and strategic direction offer a balanced picture of its current and future potential. The company reported impressive results for its June 2025 quarter, with revenues and profitability reaching the upper end of guided ranges. Significantly, gross margins exceeded 50% for the first time since the merger with Novellus, and earnings per share hit a new company high. This growth was fueled by record foundry revenues and strong performance in gate-all-around and mature node markets, as well as increasing demand in NAND as customers transition to devices with higher layer counts and performance.