LAM RESEARCH:2025Q1 业绩符合预期 先进逻辑&NAND 技术升级带动全年 WFE 提升

华创证券
25 Apr

事项:2025 年4 月24 日,LAM Research 发布2025Q1(FY25Q3)季度报告,并召开业绩说明会,2025Q1 实现营业收入47.20 亿美元(QoQ+7.86%,YoY+24.43%);non-GAAP 毛利率49.0%(QoQ+1.5pct,YoY+1.5pct)。(注:以下全文为日历年时间)评论:1. 业绩情况:2025Q1 公司实现营收47.20 亿美元(QoQ+...

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