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Non-Tech : Kirk's Market Thoughts

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Nov 6 3:59 PM EST

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To: Kirk © who wrote (23353)	2/19/2025 3:09:32 PM
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Lam Research Exec Says Co Expects Revenue Of $25B-$27B In CY2028; Expects Adjusted EPS Of $6-$7 In 2028 Benzinga 11:15 AM ET Feb-19-2025 - Investor Day Lam Research Exec Says Co Expects To Reach Adjusted Gross Margin Of About 50% By 2028 Benzinga 11:16 AM ET Feb-19-2025 - Investor Day Lam Research Exec Says CSBG Growth To Be Flat This Year Benzinga 11:48 AM ET Feb-19-2025 - Investor Day Lam Research Exec Says Wafer Fabrication Equipment Growth Is Expected To Be Mid-High For The Next Several Years Benzinga 11:49 AM ET Feb-19-2025 Lam Research Exec Says Customers Are Cost Conscious, They Are Also Sensitive To The Return On Investment And The Speed With Which They Can Ramp New Fabs Benzinga 11:52 AM ET Feb-19-2025

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