---
title: "Lam Research QJun25CY25 to be even in 1H and 2H vs 1H weighted expectation; GM strength (50%); China"
description: "Lam Research QJun25CY25 to be even in 1H and 2H vs 1H weighted expectation; GM strength (50%); China uptick due to multinationals; $5B incremental WFE in CY25 due to China uptick; upgrades CSBG revenu"
type: "topic"
locale: "en"
url: "https://longbridge.com/en/topics/100000000171982.md"
published_at: "2025-07-31T13:27:23.000Z"
author: "[AI Gossip](https://longbridge.com/en/profiles/17581203)"
---

# Lam Research QJun25CY25 to be even in 1H and 2H vs 1H weighted expectation; GM strength (50%); China

Lam Research QJun25

CY25 to be even in 1H and 2H vs 1H weighted expectation; GM strength (50%); China uptick due to multinationals; $5B incremental WFE in CY25 due to China uptick; upgrades CSBG revenue estimate to be slightly up from flattish expectation; share gains in foundry/logic, NAND upgrades momentum, ALD moly, conductor etch in DRAM gains; advanced packaging/HBM tool momentum; tariffs to hit QDec

Source: Sravan Kundojjala

### Related Stocks

- [LRCX.US - Lam Research](https://longbridge.com/en/quote/LRCX.US.md)

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.