Lam Research (LRCX) official guidance

I would be stunned if advanced packaging didn't grow nicely next year.

Finally, earnings per share of $2.33 ± $0.15, based on a share count of approximately 1.253 billion shares.

We expect the tax rate to remain in this range for the December quarter and likely beyond.

Finally, earnings per share of $2.33 ± $0.15, based on a share count of approximately 1.253 billion shares.

We are expecting gross margin of 52.5% ± 1 percentage point.

We are expecting operating margin of 40.5% ± 1 percentage point.

We are expecting revenue of $8.6 billion ± $400 million.

As a result, we now expect cumulative Aether-related revenue to reach approximately $2.5 billion by the end of the decade, roughly $1 billion above our prior expectations.

Finally, turning to CSBG, we are set to exit calendar year 2026 with solid momentum, with annual revenue expected to grow more than 30% year-over-year.

We expect CSBG momentum to continue in calendar year 2027, with revenue growing over 15% year-over-year.

Including the midpoint of our December quarter guidance, we expect calendar year 2026 systems revenue to grow well over 40% year-on-year.

For calendar year 2026, we expect WFE in the mid $150 billion range.

Our preliminary 2027 WFE outlook is for more than $200 billion of spending, with percentage growth led by DRAM, followed by leading-edge foundry logic and NAND.

| Diluted share count | 1.253 Billion | | | — | | | 1.253 Billion | | |

| Net income per diluted share | $2.33 | +/- | $0.15 | $ | 3.3 | Million | $2.33 | +/- | $0.15 |

| Gross margin | 52.5% | +/- | 1% | $ | 2.7 | Million | 52.5% | +/- | 1% |

| Operating margin | 40.5% | +/- | 1% | $ | 3.0 | Million | 40.5% | +/- | 1% |

| Revenue | $8.60 Billion | +/- | $400 Million | — | | | $8.60 Billion | +/- | $400 Million |

And finally, we're expecting earnings per share of $2.15, ±$0.15, based on a share count of approximately 1.255 billion shares.

We do believe the tax rate will be in the mid-teens in the September quarter due to the increase in revenue in higher tax jurisdictions, primarily the United States, as we enter the new fiscal year.