泛林集团Lam Research（LRCX）2026财年第二季度财务业绩演示报告「NASDAQ」（英文版）（30页）.pdf

1、Confidential Internal Use OnlyLam Research CorporationDecember quarter 2025 financial resultsJanuary 28,2026LAM RESEARCHCautionary statement regarding forward-looking statements This presentation and the accompanying discussion contain“forward-looking statements”under U.S.securities laws.Forward-loo

2、king statements include any statements that are not statements of historical fact.Examples of forward-looking statements include,but are not limited to:(1)anticipated business,balance sheet,cash flow and financial measures and results and related drivers,including guidance,whether on a GAAP or non-G

3、AAP basis;(2)economic,market,industry and industry segment expectations;(3)product performance and changes in market share or customer demands;(4)our ability to successfully execute business,capital allocation,product and growth plans or strategies,or otherwise deliver value for customers and stockh

4、olders;and(5)the impact of trade regulations,export controls,tariffs and trade disputes.Forward-looking statements speak only as of the date they are made and are subject to risks and uncertainties that could cause actual results to differ materially from those expressed,including:business,economic,

5、political and/or regulatory conditions in the consumer electronics industry,the semiconductor industry and the overall economy may deteriorate or change;the actions of our customers and competitors may be inconsistent with our expectations;traderegulations,export controls,tariffs,trade disputes,and

6、other geopolitical tensions may inhibit our ability to sell our products;supply chain cost increases,tariffs and other inflationary pressures have impacted and may continue to impact our profitability;supply chain disruptions or manufacturing capacity constraints may limit our ability to manufacture