Lam Research saw 'impressive' share gains in Q1, BofA says; Hua Hong orders may cease
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Bank of America reported that Lam Research (LRCX) gained significant market share in Q1 2025 due to increased chip equipment spending, particularly in etching and process control. However, 2026 may see a slowdown. The firm raised its chip equipment spending estimates, projecting the industry to reach $250B by 2030. Meanwhile, the Trump Administration is reportedly urging chip equipment makers to halt shipments to Hua Hong in China. LRCX's market share increased by 800 basis points year-over-year, while competitors like Applied Materials and Tokyo Electron experienced declines.
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