泛林集团Lam Research（LRCX）2026财年第一季度财务业绩演示报告「NASDAQ」（英文版）（25页）.pdf

1、Lam Research CorporationSeptember quarter 2025 financial resultsOctober 22,2025LAM RESEARCHCautionary statement regarding forward-looking statements This presentation and the accompanying discussion contain“forward-looking statements”under U.S.securities laws.Forward-looking statements include any s

2、tatements 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-GAAP basis;(2)economic,market,

3、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 stockholders;and(5)the impact of tr

4、ade 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,political and/or regulatory c

5、onditions 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;trade regulations,export controls,tariffs,trade disputes,and other geopolitical tensions

6、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 and sell our products;and n