Investor Presentaiton

September quarter revenue mix DRAM segment growth; increase in China revenue concentration SYSTEM REVENUE SEGMENTS* Logic/other 26% Foundry 36% NVM = non-volatile memory LAM RESEARCH NVM 15% REVENUE BY REGION Europe 7% Memory 38% Taiwan 7% US 8% DRAM 23% Japan 9% *System revenue includes equipment and equipment upgrade sales from etch, deposition, clean, and our ReliantⓇ product line Korea 16% Southeast Asia 5% China 48%

View entire presentation