7月30日， 半导体板块普涨， 拉姆研究涨超13%，ARM Holdings盘前涨超11%，此前一度跌超7%； 闪迪涨超8%， 迈威尔科技涨超6%， 美国超微公司涨近6%， 英特尔涨近5%。
消息面上，ARM财报显示，ARM2027财年第一财季营收同比增长22%至12.89亿美元，好于分析师平均预期的12.6亿美元;调整后净利润为4.80亿美元，同比增长28%;调整后每股收益同比增长29%至0.45美元，好于分析师平均预期的0.40美元。
拉姆研究公布截至6月28日的季度营收为67.2亿美元，较上一季度增长15.1%。按美国通用会计准则计算，净利润从3月份季度的18.3亿美元增至22.8亿美元。毛利率从49.8%提高至51.7%，营业利润率从35.0%提高至37.4%。
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