Lam Research
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Headlines · 7
- Lam Research and imec Expand 3D Integration and Aether Collaboration
Lam Research and imec expanded their collaboration with joint research on advanced 3D integration, next-generation 3D memory processes, and Aether dry resist for High-NA EUV lithography, according to TechNews. The 3D integration work covers dielectric deposition, stress compensation, bevel deposition, plasma dicing, and process validation, while the memory effort includes charge-trapping materials, multilayer deposition, high-aspect-ratio etching, contacts, and low-resistance interconnects. Lam Research said earlier joint work used single-exposure High-NA EUV lithography to pattern ruthenium direct-metal-etch interconnects at line pitches below 20 nanometers, with reported electrical yields of 100% for fork structures and above 90% for meander structures.
科技新报 · 🔥 6 - AI capex shifts trigger broad US tech stock selloff
TechNews reported that Tesla cut its 2026 capital expenditure forecast from more than $25 billion to about $20 billion, while Meta raised the lower bound of its full-year forecast from $130 billion to $135 billion and kept the upper bound at $145 billion. Meta reported third-quarter revenue of $64.6 billion, up 26% year over year, but free cash flow was negative $212 million amid large infrastructure investments; its shares fell 7% as investors questioned AI spending and financing. The selloff spread across major technology and semiconductor stocks, with Nvidia down 4.4%, AMD and Micron falling 6.26% to 8.1%, and SpaceX dropping more than 9% after announcing additional AI investment.
科技新报 · 🔥 0 - Lam Research FY2027 Q1 net profit rises 75.51%, DoNews reports
DoNews reports that Lam Research's net profit attributable to shareholders for FY2027 Q1 rose 75.51% year on year. The report gives only the growth rate, with no revenue, margin, guidance or filing detail. No other outlet in the supplied material corroborates the figure.
DoNews · 🔥 0 - Lam Research posts record fiscal Q1 revenue up 54%, but guidance only slightly beats
Lam Research reported fiscal Q1 2027 revenue of $8.22 billion, up 54.4% year over year and above the $8.13 billion analyst estimate cited via Seeking Alpha, with adjusted earnings per share of $2.20 versus $2.19 expected. Systems equipment revenue rose about 62% to $5.73 billion and customer support revenue about 40% to $2.49 billion, while adjusted gross margin and operating margin reached 52.4% and 40.2%, both above market expectations. For fiscal Q2 the company guided revenue to $8.2–9.0 billion (midpoint $8.6 billion) and adjusted EPS to $2.18–2.48 (midpoint $2.33), only marginally above the $2.32 consensus, and the shares fell nearly 7% in after-hours trading, which IBD attributed to the lack of a bigger surprise.
科技新报 · 🔥 0 - Musk sought to buy Intel, TSMC and Micron fabs before pivoting Terafab to partnerships
Elon Musk first tried to buy wafer manufacturing facilities from Intel, TSMC and Micron before building his Terafab chip project, and turned to partnerships after being turned down, according to a Korean media report from The Elec relayed by Wccftech and TechNews. Intel has directly partnered with Terafab and will support it through its Intel 14A manufacturing technology, while TSMC's role remains disputed: Musk said TSMC could at most be a subcontractor, and TSMC CEO C.C. Wei confirmed talks but said TSMC must operate the plants itself for any partnership to work. Terafab has reportedly held discussions with Korean suppliers as well as Lam Research and Applied Materials, plus piping, slurry and cleaning-chemical vendors, and industry observers expect an initial 100,000 wafers per month before 2030 against Musk's eventual goal of one million wafers per month.
Wccftech · 🔥 0 - SK hynix Reportedly Ties U.S. NAND Fab to Dalian Equipment
Reuters-linked reports say SK hynix proposed building a NAND flash fab in the United States in exchange for approval to ship additional semiconductor equipment to Solidigm’s Dalian factory in China. Solidigm has applied for export licenses for tools intended for unused space in the Dalian Mod B building, while the U.S. fab remains a proposal and the shipments have not been authorized. SK hynix said the Mod B installation was being coordinated with U.S. authorities and conducted with authorization, and said it was not seeking to expand capacity there; a later report put the potential U.S. investment at $45 billion.
TechSpot · 🔥 0 - NVIDIA launches cuPotential CUDA-X library for AI-defined fabs
At SEMICON West, NVIDIA introduced cuPotential, a new CUDA-X library developers can use to build AI agents that simulate how atoms and molecules interact; NVIDIA says early-access testing accelerated already GPU-optimized workflows by an additional 2-3x, with Synopsys among early adopters. NVIDIA also said Applied Materials, Cadence, KLA, Lam Research, Siemens and Synopsys are using its accelerated computing and AI stack across chip design, manufacturing and testing, citing NanoVDB helping Lam Research reach 30x faster simulation, NPP accelerating KLA inspection, and cuLitho delivering up to 20x speedups on optical proximity correction workloads. cuPotential is available in early access, NanoVDB ships as open source within OpenVDB, and NPP is available through the CUDA Toolkit.
NVIDIA Newsroom · 🔥 0
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