Segment, regional, and CSPG trendsBettinger broke down December quarter systems revenue by segment and highlighted a shift toward foundry investment. Foundry: 59% of systems revenue, slightly down sequentially but up from 35% in the December 2024 period. Bettinger said Lam expects NAND to be a growth area entering 2026 as customers prepare for the next stage of AI-driven NAND growth. Bettinger said Lam expects NAND to be a growth area entering 2026 as customers prepare for the next stage of AI-driven NAND growth. About Lam Research (NASDAQ:LRCX)Lam Research Corporation (NASDAQ: LRCX) is a global supplier of wafer fabrication equipment and services to the semiconductor industry.