Lam Research has a target of $25-$27B revenue target by CY2028 (7-10% CAGR from the base of CY25). Also, has a target of $30B revenue in 'mature' $1Tr semi industry. While AI demand and inflated memory pricing will push semi revenue towards $1Tr in CY26, Lam will likely stay ahead of its targets but unrealistic to expect them to hit $30B next year itself. Most of the fabs are still under construction and will take time to realise orders.
Lam's share of semi revenue depends on capital intensity. Factors such as high memory pricing could add some noise to WFE intensity number in '26.Source: Sravan Kundojjala
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