Story thread · 4 reports / 2 sources

Lam Research projects $8.1B September-quarter revenue with WFE seen in low $150B range

seekingalpha.com · 12d

First report: KLA forecasts $4B September-quarter revenue as it lifts 2026 wafer equipment view to low $150B range seekingalpha.com, 13d

The coverage

  1. KLA executives outline growth strategy amid accelerating AI infrastructure demand

    digitimes.com · 13d

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