Analysts underestimate Lam Research growth, etcher sales expected to surge
zephyr_z9 · x · 2026-08-27
The post cites a view that analyst projections of 19% revenue growth for Lam Research from Sept 2026 to Sept 2027 are too conservative. Given that 19% is barely above the two-decade average and current high demand for semiconductor equipment, Lam Research is expected to sell significantly more etchers in the next 12 months.
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