Lam Research's Foundry segment posted $530M+ q/q incremental revenue and had $4.2B+ TTM. Foundry has been the largest systems segment for 9 straight quarters through 1Q25. Reflected in Taiwan revenue growth as well. Lam earlier guided $3B+ combined GAA and advanced packaging revenue for CY25, up 50% y/y.
Source: Sravan Kundojjala
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