Lam Research QJun25
CY25 to be even in 1H and 2H vs 1H weighted expectation; GM strength (50%); China uptick due to multinationals; $5B incremental WFE in CY25 due to China uptick; upgrades CSBG revenue estimate to be slightly up from flattish expectation; share gains in foundry/logic, NAND upgrades momentum, ALD moly, conductor etch in DRAM gains; advanced packaging/HBM tool momentum; tariffs to hit QDecSource: Sravan Kundojjala
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