AI Index / Lam Research Corporation
Lam Research Corporation (LRCX)
Lam Research, a supplier of wafer fabrication equipment and services to the semiconductor industry, offers AI-related technologies to meet the demands of AI applications. The company invests in research and development for etch and deposition processes that serve AI-driven semiconductor needs.
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With the industry ramping capacity and adopting new technologies to meet the demands of the AI transformation, Lam's deposition and etch capabilities are proving to be key enablers in the transition to gate-all-around transistors, backside power deposition, high-performance materials, and 3D advanced packaging.
- Tim Archer
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Quotes from lam Executives About Artificial Intelligence and Generative AI
The AI transformation is driving industry spending higher. In 2025, WFE came in close to $110 billion. Our initial 2026 view is for WFE to be in the $135 billion range.
- Tim Archer
All indications are we are still in the early stages of the AI build-out. End markets are signaling a strong appetite for greater compute and storage capabilities at both the device and package level.
- Tim Archer
In high bandwidth memory or HBM, advanced packaging is critical for the transition to HVM four and four e. And stacking of up to 16 layers. Lam is in an excellent position given our market leadership in electroplating, and TSC etch.
- Tim Archer
Non-volatile context memory layers enable large-scale AI inference have the potential to add incremental growth in NAND bit demand.
- Tim Archer
We expect our overall advanced packaging business to grow more than 40% in 2026, outperforming our view of WFE growth in this space.
- Tim Archer
In next-generation gate-all-around devices, we expect the number of applications using Acara to grow by roughly two times.
- Tim Archer
As we look out over a multiyear period, the unprecedented AI ramp demands greater speed and agility across the ecosystem.
- Tim Archer
The growth we envisioned for Lam at our investor event one year ago is materializing faster than we anticipated. We are making progress against our SAM expansion share gains, and profitability objectives.
- Tim Archer