Additionally, the industry's migration to backside power distribution and dry-resist processing presents further growth opportunities for LRCX's cutting-edge fabrication solutions.These trends are aiding Lam Research's financial performance. In the third quarter of fiscal 2025, the company reported revenues of $4.72 billion, up 24.5% year over year, and non-GAAP EPS of $1.04, highlighting a 33.3% increase (adjusting for stock split).Lam Research Corporation Price, Consensus and EPS Surprise Lam Research Corporation price-consensus-eps-surprise-chart | Lam Research Corporation QuoteThe most impressive was Lam Research's margin performance. The non-GAAP gross margin expanded 150 basis points sequentially to 49% in the third quarter, and the company's guidance of 49.5% in the fourth quarter reflects further expansion.Similarly, the non-GAAP operating margin improved 210 basis points to 32.8%, and the fourth-quarter guidance indicates a further expansion of 70 basis points sequentially.