Headquartered in Fremont, CA Fiscal year ends June NASDAQ: LRCX lamresearch.com
Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The company's products span deposition, etch, and other critical wafer processing technologies used to build advanced semiconductor chips. Lam's equipment enables customers to manufacture smaller, higher-performing devices, and the company's technology is used in the production of nearly every advanced chip. In addition to new systems, Lam generates significant revenue from customer support services including spares, upgrades, and non-leading-edge equipment through its Reliant product line. The company serves major semiconductor manufacturers across Taiwan, China, South Korea, Japan, the United States, Southeast Asia, and Europe, and trades on Nasdaq under the ticker LRCX. Updated
Everyone post their bags, quickly.
Retail's dip list is almost entirely the AI semi complex, yet the thread's top-voted replies are sitting on their hands until the midterms. When 216 comments can't agree whether a selloff is a sale or a top, position sizing is what decides the outcome.
Cramer's warning: strip out Microsoft, Nvidia and Meta and the safety names were hit, meaning three stocks are carrying the index. He says the bond market tells the truth longer term, and the 30-year at 5.66% caps any broad rally. Owning the hyperscalers has been the only trade that worked.
Lam Research has quadrupled since Eric Bleeker added it to the AI Portfolio in January 2025, turning $75 into $314. Chip equipment makers are the toll booth on every AI fab buildout.
Lam Research is handing shareholders about $413 million, or 33 cents a share, with the cash arriving October 14. Cincinnati Financial follows with $144 million, and three more companies round out today's payouts.
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ASML is the only company on earth that builds the machines chipmakers need for advanced semiconductors, and it just told customers it cannot keep up with their orders. What that supply crunch…
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Lam Research turned a modest stake into a life-changing sum over ten years, but the ride included three gut-wrenching collapses that pushed most investors to bail out long before the biggest gains…
Chris Lange Chip equipment stocks are pulling ahead of the broader semiconductor group in Friday morning trading, with buying concentrated in the tools layer rather than across chip designers and foundries. Lam Research (NASDAQ:LRCX…
Steve Eisman highlighted a subscriber email arguing the safest way to play the AI buildout is owning upstream suppliers rather than betting on any one chip designer. The key insight: “In this…
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Applied Materials CEO Gary Dickerson showed up to a Goldman conference with customer order books stretching years into the future, and the peers corroborating his story make the bullish case harder to…
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FTXL has handed holders a stunning run, but the modified-equal-weight label that made the fund feel safe may be hiding a concentration problem that turns one bad earnings call into a portfolio…
Stanley Druckenmiller just closed out three of the most talked-about semiconductor positions on Wall Street and immediately put the proceeds to work in a pair of AI infrastructure names most income investors…
Chip equipment stocks are selling off hard even as Treasury yields drop and the broader market climbs, and the disconnect points to something more troubling than a rates problem lurking beneath the…
Chip equipment stocks have surged far ahead of the broader tech market in 2026, but a single week of doubts about AI spending just wiped billions in gains across the group. Here…
Lam Research Corporation is a global supplier of wafer fabrication equipment and services to the semiconductor industry. The company's products span deposition, etch, and other critical wafer processing technologies used to build advanced semiconductor chips.
24/7 Wall St.'s 12-month price target for LRCX is $312.41, rated Buy. The Wall Street consensus target is $375.81. LRCX price prediction →
