Investor Presentaiton

WFE outlook CY 2023 WFE tracking to mid $70B range Seeing further upside from domestic China-related spending and growth in high bandwidth memory (HBM) demand Expect overall memory to be down in the mid-40% range year-over-year Non-memory expected to be down approximately 10% Continue to see second half 2023 WFE tracking higher than first half LAM RESEARCH CY calendar year

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