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Lam analysis company (LRCX) Q3 2021 revenue name Transcript | FN0-103 Cheatsheet and Real test Questions

a close up of a logo: Lam Research Corporation (LRCX) Q3 2021 Earnings Call Transcript © supplied via The Motley idiot Lam research business enterprise (LRCX) Q3 2021 revenue call Transcript

Lam research business enterprise (NASDAQ: LRCX)

Q3 2021 salary call

Oct 20, 2021, 5:00 p.m. ET

Contents:
  • prepared Remarks
  • Questions and solutions
  • name members
  • prepared Remarks:

    Operator

    respectable day, girls and gents, and welcome to the Lam research organization September Quarter salary name.

    at this time, i want to show the convention over to Ms. Tina Correia, company vice chairman, company Finance and Investor relations. Please go ahead.

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    this article is a transcript of this convention call produced for The Motley fool. while they try for their silly superior, there may well be error, omissions, or inaccuracies in this transcript. as with all their articles, The Motley idiot does not anticipate any responsibility in your use of this content material, and they strongly inspire you to do your personal research, together with taking note of the call yourself and analyzing the company's SEC filings. Please see their terms and prerequisites for additional particulars, including their mandatory Capitalized Disclaimers of legal responsibility.

    The Motley idiot owns shares of and recommends Lam analysis. The Motley fool has a disclosure coverage.

    Tina Correia -- company vice president, Investor family members and corporate Finance

    thanks, and respectable afternoon, everybody. Welcome to the Lam analysis Quarterly income conference name. With me today are Tim Archer, President and Chief government Officer; and Doug Bettinger, executive vp and Chief monetary Officer. all through ultra-modern call, they will share their overview on the business atmosphere and they will evaluation their economic outcomes for the September 2021 quarter and their outlook for the December 2021 quarter. the clicking free up detailing their financial outcomes become distributed a bit after 1:00 PM Pacific Time this afternoon.

    The release can also be found on the Investor relations element of the business's web site, along with the presentation slides that accompany contemporary call. modern-day presentation and study guide mp;A includes forward-searching statements which are field to risks and uncertainties reflected in the chance elements disclosed in their SEC public filing. Please see accompanying slides in the presentation for additional info. modern-day dialogue of their financial outcomes may be presented on a non-GAAP monetary foundation, except in any other case special. an in depth reconciliation between GAAP and non-GAAP effects may also be present in modern-day earnings press free up. This call is scheduled to ultimate except 3:00 PM Pacific Time. A replay of this call will be made available later this afternoon on their website.

    And with that, i could hand the call over to Tim.

    Tim Archer -- President and Chief government Officer

    Thanks, Tina, and welcome, every person. Lam delivered an exceptional September quarter with revenues in line and revenue per share above the midpoint of their guided ranges. These results symbolize their sixth consecutive quarter of profits and salary-per-share growth for the company. Over this time duration they now have scaled their operations to help all of a sudden growing demand for their items and services, and as they seem to be forward, they see persisted strengthening throughout each main-part machine segments and area of expertise technology markets.

    In response, they now have expanded their manufacturing skill at existing facilities within the u.s., Korea and Taiwan. within the September quarter they celebrated the grand opening of their new Malaysia facility which when utterly ramped should be the biggest factory in their global network. And just closing month they introduced a new manufacturing facility in Oregon primarily designed to fulfill extended demand for Lam tools and Foundry/good judgment and superior packaging applications. With these investments, they are building a superb groundwork for delivering on their long-term growth goals.

    within the near term, youngsters, they don't seem to be proof against the widely mentioned provide chain constraints and extended costs that continue to create new challenges for Lam and others throughout their trade. Their personnel and provide chain companions are working tirelessly to meet the wants of their shoppers and that i would want to sincerely thank them for their efforts. From a wafer fab gadget spending standpoint, they now see calendar 2021 ending in the mid-$eighty billion range. overall WFE is greater in the 2nd half versus the primary half of the 12 months with both DRAM and Foundry/logic up within the 2nd half while NAND is greater balanced.

    Demand is still amazing. And while it's a little early to supply a selected forecast for calendar year 2022, signals are that it may be yet another year of WFE increase. They consider sustained strength in WFE spending is because of a number of components they now have previously highlighted. First, drivers of semiconductor demand continue to increase in sectors such as car, healthcare and safety are increasingly based on semiconductor content material to carry the efficiency requirements of end-users. as a result, we're seeing a strong uptick in trailing edge expertise nodes served by their Reliant enterprise.

    Our Reliant enterprise has now posted eleven consecutive quarters of listing revenues and in calendar 12 months 2021 they expect Reliant to outgrow the WFE investments within the phase. furthermore, high utilization costs across their put in base are using power in all subsegments of their CSBG enterprise and in the September quarter CSBG revenues extended year-over-yr through more than 30%. at the innovative, semiconductor content material boom, better die and rising capital intensity are fueling improved wafer begins and powerful WFE spending. In Foundry/logic, for instance, the subsequent era processor chip for a excellent smartphone maker is more than 20% better than its prior generation.

    In DRAM greater capital intensity is being driven via the increasing deserve to proper single bit mistakes with the addition of an extra on bit chip, on-chip bit. In 3D NAND increasing machine layer counts and the ensuing higher diploma of manufacturing problem is requiring the addition of new deposition and etch tactics to handle stress administration, defect handle and multi stack integration challenges. in consequence, they see the WFE investment required to achieve the equal bit boom percentage over the subsequent 5 years to be exceptionally higher than the five-year length simply completed.

    youngsters, as the main equipment corporation to the 3D NAND market they are investing in new and differentiated capabilities to make certain scaling continues to be good value. As one illustration Lam has developed a new high productiveness Kiyo etch solution which raises etch costs in excessive factor ratio facets required for NAND devices with more suitable than 200 layers. they have put in this new capability at each important 3D NAND manufacturer for qualification with additional shipments -- methods now shipping to assist planned ramps to high-extent construction subsequent year.

    while at first developed to satisfy the stressful necessities of excessive element ratio of etch in 3D NAND, they accept as true with the know-how may also even have advantages for Foundry/logic and DRAM on the main-area where we're at this time engaged with valued clientele in important applications. looking in additional element at the Foundry/common sense phase, they see spending at list stages. Lam's Foundry/logic revenues are likewise set to grow enormously in 2021 and they are expecting this growth to proceed in 2022 as neatly. Foundry/good judgment efficiency in the sub-5-nanometer era is being driven through each machine structure innovation and conventional enviornment scaling.

    we're prioritizing expertise development in three areas the place they see the quickest growth and the finest need, specifically deposition and etch strategies to support the effective adoption of EUV patterning, new etch capabilities to permit the formation of essential transistor facets and new materials and deposition technique to aid in RC management. In patterning we're the usage of the researching we've got received over decades of multi-patterning etch management to win new functions as the trade adoption of EUV progresses. EUV requires use of particular photoresist substances which given the cloth composition can make bigger latest challenges with pattern roughness and defectivity.

    Unaddressed these will result in efficiency and yield loss certainly at smaller machine dimensions. Lam has developed essential etch and deposition technologies to help clear up these EUV implementation considerations. In etch they delivered earlier this year a brand new pulse plasma etch potential that has confirmed an order of magnitude discount in EUV related trial defectivity. This innovative etch solution is presently delivery to leading foundry and good judgment consumers. In deposition challenging masks and switch films require greater mechanical residences with a purpose to maintain fidelity of extremely small facets and minimize line roughness.

    employing a combination of proprietary hardware design and RF vigor expertise we're depositing high pleasant films which have replaced incumbent technologies akin to PVD and spin-on materials at assorted Foundry/logic shoppers. regarding the formation of crucial transistor elements together with gates, pins and supply string they saw large etch wins within the September quarter. These wins proceed to ascertain the advantages of their entertaining plasma pulsing capabilities in conductor etch for gate all-round and FinFET applications. For advanced machine architectures, they additionally see ultrahigh selectivity isotropic etch more and more required.

    Lam's starting to be selective etch portfolio grants sophisticated results through a mix of system technologies and reactor innovations that include new chemistries and plasma sources. This has helped us win a more desirable variety of applications in latest quarters. and eventually, RC administration continues to be limiter on efficiency scaling, and we're seeing demand for their atomic layer deposition applied sciences because of this. Their Striker ALD system deposits thin low k films that can face up to harsh integration steps encountered later within the system movement. These movies have Checked the means to reduce capacitance with the aid of 20% to 30%, and Striker is now the device of checklist at main Foundry/common sense shoppers.

    This expertise is also extendable to gate all-around devices the place there is an further requirement of conformal insurance and recessed cavities which could then be selectively etched back. In advanced packaging, momentum continues to be effective with orders acquired in the September quarter from multiple Foundry/good judgment shoppers for through-silicon by way of etch and deposition methods. Their adventure in high-element-ratio etching has allowed us to bring a creation-confirmed method with speedy etch fees and smooth profiles, helping to lower the charge of integrating TSVs within the basic flow.

    in a similar way, for copper metallization, their SABRE 3D solution enables void-free fill with the aid of employing an creative superior pretreatment, and their excessive throughput electroplating procedure reduces can charge of ownership. so as to wrap up, they delivered a fantastic September quarter in an atmosphere of ongoing provide chain challenges. they are seeing potent semiconductor demand across all segments, broadening of semiconductor functions across industries and rising capital intensity. we're excited in regards to the healthy outlook for WFE spending and believe their imaginitive product portfolio is poised to seize new alternatives as semiconductor know-how continues to improve. Thanks once more for joining.

    Now right here's Doug to cowl the quarter in additional element.

    Doug Bettinger -- executive vp and Chief financial Officer

    terrific. thank you, Tim. good afternoon, everybody, and thank you for becoming a member of us on their call nowadays. Lam's delivered one more quarter of strong results with income, working salary greenbacks and revenue per share coming in at listing levels within the September quarter. All financial metrics got here in at or above the midpoint of their counsel, demonstrating their endured focus on operational execution. we've accomplished this performance while also navigating tremendous supply chain challenges. We're completely satisfied with Lam's potential to scale the enterprise during this traumatic environment. September quarter income was $four.three billion, a rise of four% from the June quarter and greater than 35% boom from a yr ago.

    looking on the breakout of the systems salary, the reminiscence section represented 64% of systems profits in the September quarter, which became up from the prior quarter degree at fifty nine%. memory increase became pushed by investments in DRAM, basically in the 1z and 1-alpha nodes. DRAM programs income almost doubled in dollar phrases and grew from 10% in the June quarter to 19% in the September quarter. NAND segment awareness came in at 45% of their methods salary versus 49% in the June quarter and changed into flattish in dollar terms.

    Our NAND customers are investing in each potential additions and conversions with device investments focused toward 128-layer via 192-layer gadgets. The Foundry segment spending represented 25% of their techniques salary in comparison with 35% in the June quarter. We're seeing investments in machine from each leading-edge and mature equipment nodes from multiple sources of end-use demand equivalent to AI, IoT, cloud and 5G. logic and analog gadget companies are using capability additions on the foundries.

    there is superb boom within the logic and different section, which hit a record stage of methods revenue for Lam within the September quarter. good judgment and other contributed eleven% of methods income within the September quarter which became up from 6% within the June quarter, and it become pushed through leading edge and mature nodes ramping from microprocessors, picture sensors, core management and 5G demand. Let me turn now to the regional composition of their total income. The China place came in at 37% of total revenues which turned into flat with the prior quarter percent level.

    The revenue from China domestic valued clientele and multinational shoppers with fabs located in China changed into once more relatively balanced in the September quarter. Korea and Taiwan regional spending represented 21% and 15% of revenues respectively within the September quarter. I do are expecting that the December quarter income can have a lessen China awareness. The client assist enterprise neighborhood profits became pretty much $1.four billion, 34% bigger than the September quarter in calendar 2020 and flat with the prior-quarter level.

    As Tim noted, the Reliant product line that serves the strong point market delivered checklist consequences and they also had strong outcomes in the spares, carrier and improvements aspect with the focus on maximizing the productiveness and cost of the put in base equipment while helping the excessive fab utilization levels within the business. I proceed to trust that CSBG will develop revenues at all times on an annual groundwork. Let me now hit the margins efficiency. Their September quarter gross margin was forty six% appropriate on the midpoint of their guided latitude. I just remind you that their gross margin can fluctuate quarter-to-quarter as a result of ordinary company stages along with client and product combine.

    The deliver chain constraints mentioned prior have resulted in multiplied costs largely with freight and logistics charges continuing to be one of the largest headwinds. moreover, they at present have margin dilution from their new manufacturing facility in Malaysia which isn't yet working at full potential. they now have included these costs in their December quarter suggestions as they are expecting they'll continue to be in the close future. operating fees for September were $586 million, a moderate boost from the prior quarter.

    we've got persevered to manipulate their fees as they scale the enterprise, with a powerful focal point on operational efficiencies while prioritizing R&D spending to convey differentiated product portfolio that supports their customers technology roadmaps. September operating margin passed the midpoint of their suggestions latitude at 32.four% or about $1.four billion. Their non-GAAP tax rate for the quarter turned into 12.2%, frequently based on their expectations. And as they now have noted in previous quarter calls, their tax cost may additionally fluctuate from quarter to quarter, and also you should are expecting the continuing tax cost to be within the low young adults degree for the 2021 calendar year.

    We proceed to display screen skills tax alterations under consideration in the united states, however they now have no longer reflected the impact of any potential alterations in their fiscal fashions at this factor. different earnings and fee came in for the quarter at $36 million in price. This quantity is bigger than prior quarter because of an unrealized gain they had in June for one in all their deepest equity investments partially offset through decrease pastime expense in the September quarter on account of the payoffs of their 2021 notes last quarter. And simply to notice, OI&E is area to market-linked volatility that might cause a difference from their standard run rate.

    We have been lively in their buybacks during the September quarter allocating over $1.2 billion toward share repurchases. They deployed this cash and a combination of open market repurchases as well as an accelerated share repurchase application. This ASR will continue to execute in the December quarter. moreover, they paid $185 million in dividends in the quarter. i would additionally like to highlight that in August they announced a 15% boost in their quarterly dividend, starting to be it from $1.30 to $1.50 per share which was paid in October. We're tracking very well to their capital return plans with returns of over a hundred% of their free money move 12 months-to-date in calendar 12 months 2021.

    Diluted profits per share for the September quarter turned into $eight.36, above the midpoint of the information latitude. The diluted share count stability was down slightly from the June quarter degree coming in at 143 million shares, generally in accordance with their expectations. Let me now shift to the stability sheet. cash and brief-term investments together with limited cash totaled $4.9 billion, which became down from the prior quarter. The reduce in cash is attributed to the capital return actions that I described prior. moreover, the timing of shipments and resulting affect on debts receivable in addition to a rise in their stock balance consumed cash in the quarter.

    Days income remarkable changed into up to 72 days from 66 days in the June quarter. stock turns had been down a little bit from the prior quarter level, coming in at 3.2 instances, which become planned as they now have extended stock levels to meet the increasing investments from their consumers as well as to aid mitigate the challenges that we've got considered in their supply chain. Non-money prices for the September quarter covered approximately $58 million for fairness compensation, $sixty one million for depreciation and $19 million for amortization. Capital expenses for the September quarter were up versus the June level coming in at $136 million.

    The enhance in their expenses is associated with ability expansion in the community, in specific at their crucial spare materials facility in Ohio, as well as spending for their Korea expertise core that can be formally opening in 2022. They predict to peer improved levels of capital fees in the the rest of calendar 12 months 2021 and into 2022 as they aid the boom that they see in the business. They ended the September quarter with approximately 15,400 ordinary full-time employees, which is an increase of about 1,300 americans, to fulfill the increased output ranges and to guide customers with their expertise and production necessities.

    Let's now take a glance at their non-GAAP advice for the December 2021 quarter. We're expecting revenue of $4.4 billion plus or minus $250 million. They continue to keep a widened income latitude given the provide chain uncertainties that they outlined. Gross margin of forty six% plus or minus 1 percentage factor, operating margins of 32% plus or minus 1 percent point, and finally revenue per share of $8.forty five, plus or minus $0.50, based on a share count number of approximately 142 million shares. And just an additional note, their information doesn't encompass an estimated benefit concerning one among their deepest fairness investments that these days raised capital in a public offering. The gain as of today is within the $50 million range and is field to market volatility.

    The amount recognized in their financials as of the conclusion of December 2021 quarter may additionally fluctuate and that i'll undoubtedly supply you an update at their subsequent salary release. So then in closing, we're experiencing ongoing output challenges in their world deliver chain which are continuing to negatively impact each their profits and gross margin. We're enhancing established objects whereas new gadgets proceed to emerge that they need to further work through.

    Lead instances stay stretched, and they continue to have unmet demand. regardless of these constraints, we're working at checklist levels in terms of earnings and revenue while supplying the know-how options their customers require. industry demand remains mighty as they look forward to boom in 2022. I continue to be very excited concerning the multitude of opportunities for the company, and that i'd absolutely want to thank the dedicated Lam analysis employees for their tireless support in this environment.

    Operator, that concludes my organized remarks. Tim and i would now like to open up the call for questions.

    Questions and answers:

    Operator

    thanks. [Operator Instructions] And first will go to Timothy Arcuri from UBS. Your line is open.

    Timothy Arcuri -- u.s.a.Securities LLC -- Analyst

    Thanks plenty. Doug, i am hoping that you're not ill. You sound a little bit ailing. with a bit of luck, you are feeling ok. So I guess the primary thing i wished to claim become that can you quantify, Doug. can you quantify what the gross margin headwind is right now? You pointed out Malaysia and freight. Is that 50 bps, seventy five groundwork features? i'm simply sort of questioning in case you may quantify that for us. Thanks, Doug.

    Doug Bettinger -- executive vice president and Chief financial Officer

    Yeah, Tim. And thanks for the concern about my fitness. i'm doing quite smartly, frankly. I have no idea. maybe just a bit scratchy throat. I have not quantified it, Tim, and that i'm no longer going to now except what I've referred to during the past and that i'll continue to claim is it's a incredible headwind from the place, as soon as they get via this ambiance from the place they should be. i am not going to quantify it even though. but it's brilliant.

    Timothy Arcuri -- usaSecurities LLC -- Analyst

    it's. ok. okay. after which I bet also, you spoke of China domestic being down sequentially for December. I count on a few of that is reminiscence connected. and that i guess the query is, is that each one form of out of the gadget as you go into the primary half of 2022? Or are there nevertheless some headwinds in China related to some selected tasks that may also persist in the first half of 2022?

    Doug Bettinger -- executive vice chairman and Chief fiscal Officer

    Yeah. No, Tim. I do not see anything new, basically, relative to China or timing of anything. possibly i am not reasonably getting at your question or possibly I don't keep in mind the nature of the question. You wish to are attempting to redirect me little bit?

    Timothy Arcuri -- u.s.Securities LLC -- Analyst

    Yeah. I wager, so there's big venture in China that has had -- I suggest it's been neatly publicized they've been having funding problems. They can not meet their commitments. Some i am simply questioning if might be that changed into a part of the NAND softness in the returned half of the year that you simply noted ultimate call. and i'm questioning sort of has that each one played out now such that it truly is not nevertheless a headwind into the first half of next 12 months?

    Doug Bettinger -- government vice president and Chief monetary Officer

    Yeah. I don't in fact see any exchange from a quarter in the past of any fundamental consumer plans. and i may not confer with anyone consumer or an additional. but no precise change, Tim.

    Timothy Arcuri -- usaSecurities LLC -- Analyst

    outstanding. ok. Doug. thank you.

    Doug Bettinger -- govt vp and Chief economic Officer

    Thanks.

    Operator

    And next they will go to Harlan Sur from JPMorgan. Your line is open.

    Harlan Sur -- JPMorgan Securities LLC -- Analyst

    first rate afternoon, and exceptional job on the quarterly execution, guys. The market is concerned that we're heading into a multi-quarter downturn in memory type of akin to the 2018/2019 memory downturn which is an exquisite extreme six-quarter downturn. but the one issue I naturally bear in mind became that, ahead of that downturn, your reminiscence customers proactively cut their capex very, very abruptly. Now if I analyze it this time around, there may be some near-term pricing weakness in memory, but the universal memory demand ambiance remains relatively powerful. and i suppose most reminiscence businesses seem to be optimistic, correct, on the demand outlook for subsequent 12 months. So I guess the question is has the Lam group considered any signs similar to the 2018 downturn of shoppers both getting panic or canceling or a mild pushing out of shipments due to a concern on a prolonged reminiscence downturn next year?

    Tim Archer -- President and Chief govt Officer

    Yeah. Harlan, let me take that first. I feel the basic reply is not any. And the titanic majority of their conversations with clients nowadays continues to be about providing equipment that they think they badly need to meet their close-term requirements. And as Doug outlined in his organized remarks, i'd say lead times have stretched out to the factor where their visibility into demand into '22 is stronger than typical. And so I do not consider that the styles of initial indicators that you just're speakme about are things we're seeing at the moment. They suppose a good deal greater restricted by way of supply chain challenges and means to satisfy shipments than an over-transport condition.

    Harlan Sur -- JPMorgan Securities LLC -- Analyst

    Yeah. thanks for the insights there. after which the one area that they continue to look demand, which you alluded to, is without doubt amazing demand for mature and specialty techniques analog microcontroller, RF. These guys are all coping with supply concerns. i know back on the Analyst Day the group talked about that uniqueness market goes about two to 3 times sooner than WFE. So is your Reliant business turning out to be faster than that 2-to-three instances price? And where is the team riding better-than-market boom? Is it etch? Is it deposition or is it more in accordance with platform efficiency like throughput uptime or different productiveness metrics? thanks.

    Tim Archer -- President and Chief government Officer

    Yeah. it be a superb query. in order I said in my script, the Reliant enterprise is growing quicker than the WFE most desirable funding in that segment so it will imply we're determining up share there. or not it's i might say moderately well balanced throughout their product portfolio and you're appropriate, in that market lots of that is set Lam's management in bringing each technology and productiveness to clients. So the place there are new decisions being made about toolsets or new fabs being centered for those sorts of uniqueness items, we've a great deal to present relative to hitting the can charge pursuits that the those clients are searching for.

    Harlan Sur -- JPMorgan Securities LLC -- Analyst

    thanks.

    Tim Archer -- President and Chief govt Officer

    Thanks, Harlan.

    Operator

    And next they are going to go to John Pitzer from credit Suisse. Your line is open.

    John Pitzer -- credit score Suisse Securities (us of a) LLC -- Analyst

    Yeah. decent afternoon, guys. Thanks for letting me ask a question. Tim, I wager that it's a bit bit too early to get too granular on next 12 months's WFE and i recognize on your prepared feedback you spoke of or not it's going to be an extra increase yr. i wonder if you can supply us some parameters of the way you're viewing variety of first half of subsequent yr versus the 2nd half of this 12 months.

    Tim Archer -- President and Chief government Officer

    Yeah. I think we're no longer going to supply first half and second half of 2022, but what we'd say is we're exiting this yr with gigantic unmet demand. They talked about a restricted environment which skill they enter 2022 with loads of tailwinds relative to enterprise. And what i attempted to in my remarks design, one of the vital trends that they suppose over somewhat long run perhaps via 2022 on into 2023 are driving not only demand but in reality on the supply side rising capital intensity, better die, distinctive architectures, new techniques that need to be inserted into procedure flows to cope with extended manufacturing complexity. those should be drivers for WFE structurally for a very long term. So I believe there are a lot of issues that could be positives for WFE in 2022 from an machine viewpoint.

    John Pitzer -- credit score Suisse Securities (usa) LLC -- Analyst

    it really is helpful. and then Tim, as comply with up, relatively massive milestone within the good judgment enterprise. I think this quarter's income became about a third higher than prior peak. it be the first time you been run ranking over $1.0 billion ever and that i understand you've got type of observed one of the vital belongings you prepared feedback which are riding that. however to what extent you believe that here's sustainable? To what extent is it TAM increase in good judgment versus variety of your market share and SAM boom beginning to kick in? and then any kind of view on sustainability from these degrees?

    Tim Archer -- President and Chief executive Officer

    smartly, i might say or not it's probably a combination of both us expanding into some new functions that I talked about concerning emerging equipment architectures, gate all around new techniques like selective etch technology that are increasing their market possibility. however additionally share good points. I mean we've got viewed the boost in spending in the Foundry/common sense enviornment for a couple of years. they now have been concentrated on setting up items that deliver real price to consumers in that house. And what they at all times spoke of changed into they must be a little patient as a result of changes in a Foundry/logic world come a little greater slowly than in the reminiscence world and i would say you're beginning to see the fruits of those qualification efforts starting to play out in their precise enterprise outcomes.

    John Pitzer -- credit Suisse Securities (u . s .) LLC -- Analyst

    best. thank you.

    Tim Archer -- President and Chief government Officer

    Thanks, John.

    Operator

    And next we'll go to C.J. Muse from Evercore. Your line is open.

    C.J. Muse -- Evercore ISI -- Evercore

    Yeah. respectable afternoon. Thanks for taking the question. I wager first question hopefully they are able to go returned to supply constraints and, Doug, can you most likely speak on the income aspect. the place you're seeing the impact? Is it primarily as a result of most likely the slower ramp in Malaysia? Are you seeing it across all items or constrained to a few? and then i'm curious as a part of that, is it impacting CSBG each for Reliant and enhancements or much less so there?

    Doug Bettinger -- government vp and Chief monetary Officer

    Yeah. C.J., thanks for the query. You understand, frankly, once I analyze what we're doing with their own interior manufacturing potential, it really is now not what the largest constraint is. it's getting returned into the provide chain. I feel now they have performed quite a nice job in fact accelerating the ramp of the factory in Malaysia. Tim observed all the areas that we're opening new capability. We're adding potential relatively tons all over internally in the community. but as they get further and further down the highway and demand is still reasonably strong, we're starting to see constraints in the supply chain so we're having to work their method returned up through a few of these issues, and that's the reason the largest element we're dealing with at the moment, C.J. Tim, I don't know in case you are looking to add anything else?

    Tim Archer -- President and Chief executive Officer

    No. I guess i'd just reiterate. They construct totally complicated machines that do brilliant issues on the wafer. They require a lot of materials from a lot of distinctive suppliers to do this, together with large quantities of semiconductors themselves. And so when we've heard so plenty about chip shortages, certainly that hits some of their machine. And it handiest takes a couple of of those important chips to extend us being capable of ship what otherwise is a very advanced equipment. So we're, as Doug said, just having to work down in the course of the deliver chain through lots of suppliers to find out the place those pinch elements are. And it's an everyday exercise, however up to now we're working via there and being in a position to convey growth and also meet the most urgent wants of their customers. it really is truly their key focal point.

    C.J. Muse -- Evercore ISI -- Evercore

    Very positive. As my observe up, I get the experience each time I actually have conversations with you both that you just believe like traders underappreciate your Foundry/good judgment publicity. And so inside your slide deck and within the prepared comments, you talked quite a bit about new quals, new design wins. And so curious. I believe over the final three years your SAM or as a percent of Foundry/common sense's running around eight%, 9%. When do you suppose they see an inflection in response to the design wins? And what should still they be looking for to gauge that? thanks.

    Tim Archer -- President and Chief govt Officer

    Yeah. that's a pretty good question. and that i'm joyful you noted. I spent a lot more time in these organized remarks speakme about Foundry/logic. I believe their memory story and management there is pretty well understood. And they need to make certain that individuals are realizing the development we're making in Foundry/good judgment and also the brand new opportunities that are being created for us. And so lots of those are for more advanced applied sciences. it be the place machine structure alterations or things like a brand new RC administration requirement. RC requirement drives want for brand spanking new movies or new deposition innovations.

    Video: CSX proclaims its Q3 salary consequences (Yahoo! Finance)

    And so i would simply say at every know-how node we're seeing an inflection. We're seeing greater of their machine have a chance to get inserted, get qualified, and become a part of the manner of listing. And so I don't believe you are going to see like a single factor in time or a single node where you see a large jump up, but you are going to see this steady progression as they make growth on each SAM expansion and share beneficial properties.

    C.J. Muse -- Evercore ISI -- Evercore

    appealing. Thanks.

    Tim Archer -- President and Chief govt Officer

    Thanks, CJ.

    Operator

    And subsequent they will go to Krish Sankar from Cowen and company. Your line is open.

    Krish Sankar -- Cowen and enterprise, LLC -- Analyst

    Yeah. hi. Thanks for taking my query. I have two of them, too. First one, I consider I just want to make clear, Tim or Doug. It looks like the provide chain constraints are impacting your income although demand is powerful, and or not it's impacting your margins. So should they assume this $four.4 billion profits, forty six%-plus in gross margin is the place you're going to be saturated unless the supply constraints ease or do you suppose or not it's going to be extra a gradual restoration? and then I had a observe up.

    Doug Bettinger -- govt vice chairman and Chief monetary Officer

    Yeah. Let me birth, and then i'll let Tim add on. Krish, I think one of the vital charge headwinds we're seeing are going to be round for a while, specifically what I intimated. You know we're doing their most desirable to work through it in an efficient and advantageous count, however frankly we're simply spending funds to try to continue to enhance their output means. And like I stated in my prepared remarks, we're making progress on lots of various things, but they didn't see other issues popping up. And like I referred to, we're working their approach back through the supply chain, and Tim noted the fact that in fact semiconductors are constraining us a little bit. so you comprehend we're doing their premiere to work via it. We're mitigating complications. We're incrementally increasing capability as they go. and i consider or not it's going to get stronger bit by bit is what i'd describe, Krish. I do not know. Tim, do you want to?

    Tim Archer -- President and Chief executive Officer

    Yeah. I think this is good rationalization. it is going to proceed to enrich as they knock down each and every of the problems that comes up and, assuming that there are not bigger surprises, we'd see ourselves step by step improving from this aspect forward, simply as they had supply constraints in the September quarter and managed via those, and they are able to have more in the December quarter. So it's restrained, but we're managing to knock enough off that we're displaying some incremental growth, and i suppose that's what you may doubtless are expecting to proceed to look.

    Krish Sankar -- Cowen and business, LLC -- Analyst

    bought it. Very useful. after which a comply with up for you, Tim. You speak concerning the cryo etch product, which kind of makes a kind of experience given the extraordinarily lengthy etch times today in 3D NAND, and also you additionally noted this also improves etch price. however is rarely it bad for you on account that shoppers would want bound of your etch tools or is that this crucial to protect and grow your market share?

    Tim Archer -- President and Chief govt Officer

    smartly, I believe that like every issues, if you happen to're proposing the technology that's needed to not simplest allow the existing nodes however future know-how nodes, they now have an responsibility to pressure each know-how and productiveness and ensure that scaling is cost-effective, and the roadmap continues. And so, here's their effort to not most effective differentiate their technology extra from any corporations that may additionally try to increase similar applied sciences, however additionally to assist their purchasers with these transitions and speed up sort of the state-of-the-art of NAND.

    Doug Bettinger -- government vp and Chief monetary Officer

    And, Krish, i may simply remind you whatever Tim referred to in his script remarks, that as they study demand funding required to generate the bit growth over the next five years as compared to the outdated 5 years, it's increasing. That contains Kiyo rolling out and extending etch fees because of that.

    Krish Sankar -- Cowen and enterprise, LLC -- Analyst

    bought it. I feel it is a extremely fair explanation. thanks.

    Tim Archer -- President and Chief government Officer

    Thanks, Krish.

    Operator

    And their subsequent query comes from Joe Moore with Morgan Stanley. Your line is open.

    Joe Moore -- Morgan Stanley & Co. LLC -- Analyst

    extremely good. thank you. i wanted to ask about NAND. Tim, to your opening remarks you had mentioned that the 5-12 months spending in NAND has to be higher than the final 5 years I consider is what you noted. in terms of any quantification of how plenty it really is? And just any qualification of why layer count number is that tons more capital intensive? you're increasing layers in the remaining five years, are increasing layers in the next 5 years. what is it the drives up the capital intensity? Thanks.

    Tim Archer -- President and Chief executive Officer

    Yeah, certain. So they did say that the WFE required per, to obtain the same percentage of bit increase can be greater within the subsequent five years and it be a couple of issues. One is as the layer counts proceed to enhance, definite strategies scale, as now they have mentioned, non-linearly. So it takes longer to etch a stack it truly is twice as high, it takes more than 2 times longer. and that is the reason why they need to introduce new technologies like the Kiyo etch and other tactics to hold that escalation of procedure times to an affordable degree.

    The equal factor can occur with deposition as you are trying to manage uniformities and defects as stacks become a good deal greater and taller. And so in addition to that, i discussed a few steps that get introduced. in order you beginning to stack greater, the wafer stress and bow turns into a bigger challenge. And so now you should add extra steps like Lam's stress administration deposition device. these additional steps add to the WFE required so as to add a little bit of NAND. And so that is the -- it's the aggregate of each new steps to take care of complexity in addition to new tactics required to contend with nonlinear scaling manner times.

    Joe Moore -- Morgan Stanley & Co. LLC -- Analyst

    excellent. thank you.

    Tim Archer -- President and Chief government Officer

    Thanks, Joe.

    Operator

    And next they are going to go to Stacy Rasgon from Bernstein research. Your line is open.

    Stacy Rasgon -- Sanford C. Bernstein & Co. LLC -- Analyst

    hi, guys. Thanks for taking my questions. My first one, i wished to take a glance at the Foundry company. So it become down like 25% sequentially, and it looks like it became down yr-over-yr in what seems to be a extremely, very effective foundry spending ambiance. So why turned into that? are you able to inform us a bit bit what's occurring in that conclusion market? Why changed into it down?

    Doug Bettinger -- government vice chairman and Chief fiscal Officer

    You be aware of, Stacy, nothing goes up every single quarter. there may be ebbs and flows. or not it's a 2d half weighted Foundry/common sense spending profile. And or not it's going to be a superb quarter in December, but should you've obtained a targeted set of a couple of actually massive clients it be lumpy from time to time. I think this is the only element i'd tell you about it.

    Stacy Rasgon -- Sanford C. Bernstein & Co. LLC -- Analyst

    k. I guess to observe up on that when it comes to what could be implied for the trajectory in this fall, so you spoke of Foundry/good judgment up second half versus first half, DRAM up 2nd half versus first half, NAND is form of more balanced. I wager given the place NAND is, and given where DRAM is, appropriate, like as a way to have that foundry still to be up in the 2nd half I suppose they have DRAM down significantly in December quarter to be able to get Foundry up. Is that what you have in mind or for those who say Foundry/good judgment transforming into in the 2d half do you imply simply as a combination becoming?

    Doug Bettinger -- executive vice chairman and Chief economic Officer

    it be a mixture, basically, appropriate. They talked about Foundry/good judgment and DRAM up within the second half and NAND more balanced.

    Stacy Rasgon -- Sanford C. Bernstein & Co. LLC -- Analyst

    I wager what i'm asking is do you see Foundry and good judgment each up in the 2nd half or simply the combination? as a result of I cannot truly get Foundry up in the second half until I got DRAM down a bunch within the December quarter simply mathematically, like when i am thinking about this [Indecipherable]

    Doug Bettinger -- executive vp and Chief monetary Officer

    Stacy, we're combining Foundry and common sense collectively when I described it.

    Stacy Rasgon -- Sanford C. Bernstein & Co. LLC -- Analyst

    okay, guys. thank you.

    Doug Bettinger -- executive vp and Chief monetary Officer

    Yeah.

    Operator

    And subsequent they are going to go to Blayne Curtis from Barclays. Your line is open.

    Blayne Curtis -- Barclays Capital, Inc. -- Analyst

    good day. first rate afternoon. Thanks for taking my query. I had two as well. just curious to a pair prior questions on the common sense phase. You referred to really trailing side kind of riding that large spike so I believe the prior question you sort of outlined some of the future wins you have on the cutting edge. So just possibly type of simply revisit that and they observed I believe you noted that it could perhaps dwell at this degree to John's question. Is that the trailing facet or are you considering main-area beginning to are available in even within the December quarter?

    Tim Archer -- President and Chief executive Officer

    Yeah. They failed to wish to misinform right here. I suggest, they talked concerning the Reliant business and trailing aspect as a awesome area of strength for Lam. And a sign of this broadening of demand across many, many different use situations including industries like their own the place we're ingesting an enormous quantity of that type of chip. but they do have enormous business at what they would call the existing main-part and what i was attempting to element out is how their SAM expands with new tactics and the way their win rate is increasing they agree with as new inflections come into play. So it really is all built into their numbers these days. but they do consider that from their share of WFE going forward as these technology inflections at Foundry/common sense take location, they would see that driving better over the subsequent several years.

    Blayne Curtis -- Barclays Capital, Inc. -- Analyst

    Thanks. might be a question for Doug on gross margin. or not it's variety of like there are still some variability in the outlook and query whether factories like Malaysia get more desirable. i used to be kind of curious in case your foundry consumers are elevating pricing, their customers are elevating pricing, each person's elevating pricing, is there a lever that you can ultimately pull as an trade on pricing? i'm just curious your techniques.

    Doug Bettinger -- executive vp and Chief monetary Officer

    Yeah, Blayne, you be aware of we're doing their choicest to get paid relatively for what we're delivering to valued clientele and get paid for the value we're delivering so it's an ongoing recreation at the enterprise. And loads of their pricing preparations are on an annual foundation renegotiated, and clearly, we're concentrated on trying to get gross margin to increase over time. so that can be part of it.

    Blayne Curtis -- Barclays Capital, Inc. -- Analyst

    Thanks, Doug.

    Doug Bettinger -- govt vice president and Chief monetary Officer

    Thanks, Blayne.

    Operator

    And next they are going to go to Toshiya Hari from Goldman Sachs. Your line is open.

    Toshiya Hari -- Goldman Sachs & Co. LLC -- Analyst

    hi, guys. Thanks much for taking the question. My first query is on 2022. I know it's early. You guys talked about your expectations for the market to be up. How are you thinking about the 4 equipment forms? if you had to rank order the 4, how would you go about doing that? And extra importantly, how should still they feel about Lam's means to outperform the market in 2022? I wager the big concern is reminiscence is flat to flattish maybe and logic and Foundry proceed to be the big drivers. All else equal, that might be a bit of of a headwind for you guys simply given your client combine. but at the same time, you have got noted all these design wins and your market share boom in Foundry and common sense. So net-net, how should still they consider about your efficiency vis-a-vis WFE?

    Doug Bettinger -- govt vice president and Chief monetary Officer

    Toshiya, it be too soon for us to supply you specificity on 2022. after they look into the year though, 2022, i'm very assured of a increase yr. I agree with every segment of the enterprise is definitely going to be relatively amazing next year however i am not in fact ready to parse it one versus another somewhat yet. most likely, they will try this for you next quarter. and i suppose in fact first rate about where we're positioned. Tim talked a lot about the trajectory of their business in Foundry and common sense. we've at all times been amazing in memory and that i agree with they will proceed to do extremely neatly there. So too soon for me to parse it there. And by the way, I consider CSBG goes to have decent yr next year, appropriate? once I put all of it together, I think we're very neatly-placed and are going to proceed to be. reside tuned. they are going to offer you a little extra specificity on the December quarter call.

    Toshiya Hari -- Goldman Sachs & Co. LLC -- Analyst

    received it. and then a short comply with up to your final point, Doug. On CSBG, you talked concerning the Reliant company having a record quarter which I bet implies that your spare constituents enterprise and different materials of your business might have been down little bit. I appreciate your factor about there being some lumpiness in case you will on a quarter-to-quarter foundation. but if you can talk to what you might be seeing within the non-Reliant enterprise in CSBG in close-term, that could be effective. after which I bet you type of addressed this for your prior answer but how confident are you that calendar 2022 could be an extra up year after what's been a really effective yr in CSBG? thanks.

    Doug Bettinger -- government vice president and Chief economic Officer

    Toshiya, you're appropriate. there is lumpiness to different features of it. Tim notably referred to 11 consecutive quarters of list profits for Reliant. without doubt, there is ebb and move and different stuff. As inventory builds a bit bit, improvements can also be a little bit lumpy from time to time depending on what's occurring in the installed base. but i'll let you know. once I consider about CSBG going into the next yr, or not it's been a very strong year when it comes to their chamber cargo this year. it really is the opportunity, proceed to have CSBG grow into next 12 months. and that's why I even have fairly high self belief that this enterprise will develop every single 12 months. it might probably not grow each quarter. correct? They were flat this quarter. but we're shipping loads of chambers this yr, and i suppose pretty first rate about what it's going to imply for CSBG subsequent 12 months.

    Toshiya Hari -- Goldman Sachs & Co. LLC -- Analyst

    thanks.

    Tim Archer -- President and Chief government Officer

    sure. thank you.

    Operator

    next will go to Vivek Arya from bank of the united states Securities. Your line is open.

    Vivek Arya -- BofA Securities, Inc. -- Analyst

    Thanks for taking my question. You mentioned the supply condition may enrich over the subsequent a few quarters. i am curious. What do you think alterations to aid that? Is that actions you are taking? Is that movements your suppliers are taking? i am just curious what's variety of in the back of your confidence that the supply circumstance can basically Strengthen from here?

    Tim Archer -- President and Chief govt Officer

    Yeah. I consider it could be, most likely, moves we're taking with their suppliers. it's about helping to prioritize their critical provide chain companions toward the issues that are most important to meeting output quarter by way of quarter. The actions we've got taken ourselves form of element these out. If they appear returned six months ago or greater, they had been speaking about physical skill, needing to open factories, expand factories, and we've got basically looked after lots of their own movements. but in a really complicated supply chain, we've got obtained to do the identical work with all of their companions. and they've been high-quality through that, however there may be still extra work to be executed, and they just assume that over the subsequent several quarters they will continue to make growth.

    Vivek Arya -- BofA Securities, Inc. -- Analyst

    All correct. Thanks, Tim. And for my comply with up, you sound extra assured about subsequent 12 months each on the tools on the CSBG facet. Is that in accordance with the backlog of orders? Is that primarily based more on structural drivers? And where i'm coming from is that clients are seeing the present state of the trade and provide shortages. What gives you the self assurance they aren't over-ordering given this ambiance, that these orders are for precise? So in case you analyze your self belief about subsequent 12 months, how would you type of distinction those alerts to what you always have at this aspect in prior years?

    Tim Archer -- President and Chief govt Officer

    Yeah. that's an excellent question, some thing they watch carefully. They are looking to make certain that demand is as real as viable. i mentioned their lead instances, their conversations with clients. Their realizing of initiatives, i'd say, is enhanced at this aspect as a result of their shoppers planning for extremely huge projects, mega fabs, they're experiencing difficulties in getting machine. And so we're having a whole lot deeper conversations with them about how they will make sure that that machine be accessible once they need it. And so i would say compared to general they now have a bit bit longer visibility than they customarily have had.

    Doug Bettinger -- executive vice chairman and Chief fiscal Officer

    And, Vivek, obviously, they be aware of each fab on earth, how huge it's, how a great deal equipment it might take, and they suppose via that as we're talking to purchasers about after they need equipment in those clear-room spaces. in order that goes into part of the thinking as neatly.

    Vivek Arya -- BofA Securities, Inc. -- Analyst

    thank you.

    Tim Archer -- President and Chief executive Officer

    sure. thanks.

    Operator

    And subsequent we'll go to Patrick Ho from Stifel. Your line is open.

    Patrick Ho -- Stifel, Nicolaus & Co., Inc. -- Analyst

    thank you very a great deal and congrats on a very nice quarter given the ambiance. Doug, perhaps just a observe-up query on the customer aid business group. You guys have carried out a very, definitely good job growing to be the Reliant enterprise. certainly, the TAM of that marketplace is growing and also you're capitalizing from that. Are you getting any "share wins" because valued clientele, chiefly on that front, are seeking for extra productiveness? There are new materials engineering that's happening in a few of these, I wager, trailing-facet strategies. Are you in reality gaining share also and getting placements with the Reliant business for some of these greater mature nodes?

    Doug Bettinger -- government vice president and Chief monetary Officer

    it really is an excellent query, Patrick. Yeah. they are. I imply they go to market there in the course of the Reliant product line, as you recognize, which is refurbished equipment. And more and more, we're selling new gadget. And when I analyze one of the new purchasers or purchasers that are taking equipment, their footprint is doing reasonably smartly, frankly, within the forte house. And we've some very selected things that we're very, very robust at. So yeah, I think we're doing smartly. I don't know, Tim, if.

    Timothy Arcuri -- u.s.Securities LLC -- Analyst

    Yeah. I guess what i'd just add is as people are trying to work via deliver constraints and raise their output out of the fab most positive part of their CSBG company to them is the productiveness improvements phase. these are enhancements that can also be applied to current device. many times now not even actually altering the method, it might be utility optimization to optimize the wafer managing to the computer and thereby gain some small growth in throughput. They basically see as utilizations in reality hit like max degrees, people trying to find productiveness improvements they can enforce to squeeze more out of the installed base. And in order that part of their business does -- all the time does rather smartly but i might say during this ambiance, doing fairly smartly.

    Patrick Ho -- Stifel, Nicolaus & Co., Inc. -- Analyst

    terrific. thank you.

    Tim Archer -- President and Chief govt Officer

    Thanks, Patrick.

    Operator

    And subsequent they are going to go to Sidney Ho from Deutsche financial institution. Your line is open.

    Sidney Ho -- Deutsche financial institution -- Analyst

    Thanks for taking the question. My first question is going lower back to supply constraints, I've obtained to provide this a are attempting. in case you study your revenue year-to-date, how much extra revenue do you think you might have shipped if there have been no constraints? and that i -- in case you are not answering quantitatively, are there some metrics that you can factor to, support -- which you can factor to, to aid us feel about that dynamic for the earnings orders? i know you don't reveal orders anymore.

    Tim Archer -- President and Chief executive Officer

    Yeah. Now, Sidney, we're not going to quantify it at the moment however we're restricted, their lead times are stretched, it be an honest volume of unmet demand. I suggest there is a cause that I talked about unmet demand, lead time and so on. We're working their approach via it however i am no longer going to quantify it.

    Sidney Ho -- Deutsche bank -- Analyst

    ok. perhaps i may swap over to ask in regards to the memory side. What are your suggestions in regards to the byte provide boom run rate exiting this year for DRAM and NAND? It seems like some of the capex spending within the early a part of this yr should turn into output via the end of this year. and type of involving that, I anticipate lots of the reminiscence capex might be for know-how transitions. however how should still they suppose about what element of the WFE is greater pushed by using wafer additions and therefore are greater variable in nature? Thanks.

    Doug Bettinger -- govt vice chairman and Chief economic Officer

    Yeah, Sidney. when I study each NAND and DRAM this yr, or not it's a mixture of each wafer adverts and you all the time get node conversions in each NAND and DRAM and that's the reason very a great deal what they see occurring. extra wafer adverts this year than remaining yr definitely, it's just the nature of the place demand is within the trade. And after I feel about deliver growth, you be aware of the majority when I look on the investments which are taking place this year I consider NAND is fairly balanced when it comes to deliver/demand growth for the year. I consider DRAM continues to be a little byte restricted frankly, so it is commonly what I see, what they see at Lam.

    Sidney Ho -- Deutsche bank -- Analyst

    ok, remarkable. Thanks.

    Doug Bettinger -- executive vice chairman and Chief financial Officer

    Thanks, Sidney.

    Operator

    And next we'll go to Joe Quatrochi from Wells Fargo. Your line is open.

    Joe Quatrochi -- Wells Fargo Securities LLC -- Analyst

    Yeah. Thanks for taking the query. i needed to go lower back to your comment around WFE investments required to obtain the identical byte boom in NAND. i used to be curious, how do you evaluate that increase in that required funding to DRAM? Is one turning out to be sooner than the different?

    Doug Bettinger -- executive vp and Chief monetary Officer

    i'm now not sure I got the question. are attempting it a different time.

    Joe Quatrochi -- Wells Fargo Securities LLC -- Analyst

    Yeah. So I suggest you talked concerning the increase in funding for -- to power the equal amount of byte increase in NAND, I count on that that is a similar style that we're seeing in DRAM. however i was curious of is NAND starting to be sooner than DRAM at that level of investment to power byte growth or is DRAM investment transforming into sooner?

    Doug Bettinger -- executive vice president and Chief fiscal Officer

    you might be completely right that they're each becoming to be able to get the same volume of byte boom. i'm now not able to examine one to the different always. but they may be both growing, it be getting more and more challenging, capital intensity is going as much as get the equal stage of byte boom in both NAND and DRAM.

    Joe Quatrochi -- Wells Fargo Securities LLC -- Analyst

    okay. reasonable adequate. and then just as a comply with up, 3D DRAM seems to be of this becoming subject of hobby. i used to be just curious what's Lam's innovations in terms of the timing of that? after which just the probability for you guys looking out to that expertise?

    Tim Archer -- President and Chief executive Officer

    smartly, it be still pretty a ways out from a creation point of view, however naturally, we've got all the time stated is anything else that transitions contraptions within the third dimension requires lots of etch and deposition equipment to construct and create those complex three-d constructions. So evidently, an outstanding chance for Lam if that inflection takes area. What i will be able to say is of path we're engaged at this element in the early days of setting up what these architectures and materials will seem like. And as they get nearer to defining those system flows, i'm sure there should be more discussion about that a part of their company.

    Joe Quatrochi -- Wells Fargo Securities LLC -- Analyst

    beneficial. thanks.

    Tina Correia -- company vice president, Investor relations and company Finance

    Operator, they now have time for an additional question, please.

    Operator

    thank you. Their final query comes from Quinn Bolton with Needham. Your line is open.

    Quinn Bolton -- Needham & enterprise, LLC -- Analyst

    good day, guys. Thanks for squeezing me in. Doug, simply desired to come lower back to that unmet demand. i know you are now not going to quantify it. but when you just appear returned during the last couple of quarters, has that continued to develop at the same time as you will have been able to increase capacity and profits?

    Doug Bettinger -- executive vp and Chief monetary Officer

    i'm now not going to inform you the way it's moved sequentially. It turned into there final quarter. or not it's there this quarter. We're working to variety of mitigate it, work their approach through. but i'm now not going to examine it one quarter to the next.

    Quinn Bolton -- Needham & company, LLC -- Analyst

    got it. And the 2nd query, just observe up on Malaysia. Do you've got any sense or can you supply us any feel in the event you suppose that stops being a drag? Is that nonetheless a pair quarters out or is that whatever thing you would somewhat now not specify?

    Doug Bettinger -- executive vice president and Chief fiscal Officer

    it will get greater as they ramp the manufacturing facility. and i believe by the time they get to the 2d half of 2022 it would begin to be a improvement to gross margin as opposed to a headwind. They just deserve to get it ramped. there is mounted can charge there, and we're engaged on that.

    Quinn Bolton -- Needham & business, LLC -- Analyst

    Thanks, Doug.

    Doug Bettinger -- government vice president and Chief financial Officer

    yes. Thanks, Quinn. k, operator. I think this is it for us. Tina, you want to shut us out?

    Tina Correia -- corporate vice president, Investor family members and company Finance

    Yeah. They just desired to tell each person they appreciate your support and thanks for joining their name these days.

    Operator

    [Operator Closing Remarks]

    period: sixty two minutes

    call members:

    Tina Correia -- corporate vp, Investor members of the family and company Finance

    Tim Archer -- President and Chief government Officer

    Doug Bettinger -- govt vp and Chief economic Officer

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