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Lam Research LRCX Q2 2026 Earnings Call Transcript
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The Motley Fool
Installed base -- CSBG installed base surpassed 100,000 chambers, with revenue growth outpacing the increase in installed base units.
Advanced packaging -- Business expected to grow more than 40% in 2026, outpacing WFE growth in this area.
-- Business expected to grow more than 40% in 2026, outpacing WFE growth in this area.
We expect our overall advanced packaging business to grow more than 40% in 2026, outperforming our view of WFE growth in this space.
And today, I reiterated that, which was, you know, NAND is moving faster than we expected on the upgrade path.