AI Drives Storage Demand: Will It Boost Lam Research's NAND Growth?

Impact · against what's priced in

The news is largely non-catalytic as the market has already incorporated the record fiscal 2026 results and the shift toward high-layer NAND. While the technical path to 500-plus-layer devices is detailed, the price for LRCX specifically refuses to pay for the sustained high-growth trajectory these technical advantages would provide.

AMAT+0.00

Doesn't touch the price's assumptions

In context

The article focuses almost exclusively on Lam Research's specific etch and deposition advantages in NAND, providing no new material data for Applied Materials.