"Lam Research's revenue hit $5.34 billion in the December 2025 quarter, up 22.1% year-over-year, with Q3 FY2026 guidance of $5.70 billion pointing to continued acceleration."
"ASML delivered full-year 2025 revenue of €32.7 billion, up 15.6%, with a record Q4 backlog of €38.8 billion locking in future demand."
"Applied Materials is the laggard: Q1 FY2026 revenue of $7.01 billion was down 2.1% year-over-year, and operating income fell 15.8% in the same period."
"China represented 35% of Lam Research's Q2 FY2026 revenue, the highest concentration among the four companies, raising concerns about future growth."
Lam Research leads in revenue growth among semiconductor equipment companies, with a significant increase in Q3 FY2026 guidance. ASML also shows strong performance with a record backlog, while KLA maintains steady growth. Applied Materials, however, has experienced a revenue decline. China poses a risk for Lam Research, which has high revenue exposure to the region. ASML anticipates a decline in China demand, while KLA is seen as insulated from export control issues, making it a safer option for retirement-focused investors.
Read at 24/7 Wall St.
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