NuAxiSemiconductor trade intelligence
Lam Research Posts Third Straight Record Quarter With $5.84 Billion in Revenue
What happened
Lam Research reported Q1 2026 revenue of $5.84 billion, up 23.7% YoY and 9% QoQ, beating guidance. Strong demand from AI and foundry investments drove record performance, particularly in DRAM and NAND equipment segments.
Impact and signal
Medium impactImpact score: 65/100
Affected components and suppliers
Source and time
Source: The Elec · 4/24/2026 · View original source
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