Lam Research (LRCX) FY24 Q2 Earning Report Viz & MA Analysis

Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices (transistors, capacitors) and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP) and for related manufacturing markets such as for microelectromechanical systems (MEMS).

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CDNS FY23 Q4
SNPS FY24 Q1
ADI FY24Q1
KLAC FY24 Q2
TSM FY23 Q4
NVDA FY23 Q4
AMD FY23 Q4

Earning report

Revenue by segment (Outer: FY24Q2, Inner: FY24Q1)

Growth in DRAM will be driven by capacity additions for high-bandwidth memory as well as node conversions. NAND spending increases will largely come from technology upgrades. We see foundry logic spend growing in 2024 with higher leading-edge investment, offset in part by declines in mature node investment outside of China. — Timothy Archer (CEO)

The Logic and Other segment was 14% of our systems revenue in the December quarter, which was down from the prior quarter level of 26%. The decline was driven by general mature node softness as well as the timing of customer projects. — Douglas Bettinger (CFO)

LRCX 10-Q

December 24, 2023 as compared to the same period in 2022 is primarily due to decreases in NAND spending by our customers during this time period.

Revenue by market (Outer: FY24Q2, Inner: FY24Q1)

The China region came in at 40%, which was down from 48% in the prior quarter. Most of our China revenue in the last 2 quarters was from domestic Chinese customers, and we expect spending from this region to be stable overall in 2024. China as a percent of our revenue is expected to stay relatively high in the March quarter, but it likely trend lower as the year progresses. — Douglas Bettinger (CFO)

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