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Semiconductor equipment demand remains exceptionally strong: Lam Research says the industry is "fundamentally sold out," with eight to 10 new clean rooms expected at major customers by the end of next year. The company is expanding capacity, hiring and installation resources to meet demand.
AI is driving both customer investment and internal efficiency gains: Lam is using AI trained on more than 30 years of troubleshooting data, with about two-thirds of field engineers using the technology to improve installation and service productivity.
Lam sees continued growth and margin expansion: DRAM, leading-edge foundry and logic, and NAND spending are expected to support demand, while record customer-support revenue and differentiated products could help lift gross margins from roughly 51%–52% toward the mid-50% range over several years.