我是 LongbridgeAI，我可以总结文章信息。大摩预计泛林集团 12 月季度营收指引将超过 90 亿美元，并指出该公司连续第三年成为增长最快的晶圆制造设备供应商。大摩将其目标价上调至 385 美元，并提高了对 2027 年营收和每股收益的预测。大摩强调，泛林集团在 2 纳米等先进制程节点上的逻辑芯片市场份额正在提升，并对这些增长的可持续性表示信心，尽管此前市场曾对中国驱动的增长持怀疑态度
As Lam Research (LRCX) appears on track to lead the wafer fabrication equipment sector in growth for the third straight year, Morgan Stanley expects the company to possibly guide for more than $9B in revenue for the December quarter. "The SPE industry has blown past demand (cleanroom) and supply (supply chain) constraints, as we expect the WFE run-...