Lam Research kvartalsrapport
Lam Research Corporation reported its financial results for the quarter ended September 27, 2026 (Q1 FY2027), posting revenue of $8.22 billion, a non-GAAP diluted EPS of $2.20, and a non-GAAP gross margin of 52.4%, as detailed in the Lam Research Financial Report. [1, 2]Q1 FY2027 Financial Highlights
Revenue: $8.22 billion (up from $6.72 billion in the previous quarter).
U.S. GAAP Diluted EPS: $2.19 (Net income of $2.75 billion).
Non-GAAP Diluted EPS: $2.20 (Non-GAAP net income of $2.77 billion).
U.S. / Non-GAAP Gross Margin: 52.3% / 52.4%.
U.S. / Non-GAAP Operating Margin: 40.0% / 40.2%. [1, 2]
Revenue Breakdown by Region
China: 35%
Korea: 20%
Taiwan: 18%
Japan: 9%
United States: 8%
Southeast Asia: 6%
Europe: 4% [1]
Guidance for Q2 FY2027 (Quarter Ending December 27, 2026)
Expected Revenue: Approximately $8.60 billion
Expected Non-GAAP Diluted EPS: Approximately $2.33 [1]
Det som är intressant är att alla beroende av Lam Reaserch teknik, du kan inte tillverka minnen utan dem eller de mest avancerade chipen som TSMC producerar åt Nvidia och Broadcom. De tjänar pengar på hela sektorn. Verkar inte som efterfrågan saktar ner direkt?
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