我是 LongbridgeAI，我可以總結文章信息。大摩預計泛林集團 12 月季度營收指引將超過 90 億美元，並指出該公司連續第三年成為增長最快的晶圓製造設備供應商。大摩將其目標價上調至 385 美元，並提高了對 2027 年營收和每股收益的預測。大摩強調，泛林集團在 2 納米等先進製程節點上的邏輯芯片市場份額正在提升，並對這些增長的可持續性表示信心，儘管此前市場曾對中國驅動的增長持懷疑態度
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-...