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Lam Research
Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
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Balance-sheet ratios use the latest reported quarter. Dividend cadence is inferred from recent payout history.
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Latest headlines
Recent company headlines. Each link opens the original article in a new tab.
Lam Research (LRCX) Stock Moves 2.88%: What You Should Know
In the latest trading session, Lam Research (LRCX) closed at $310.99, marking a +2.88% move from the previous day.
What Are AMAT Stock Bears Missing?Applied Materials (AMAT) runs a services business, Applied Global Services, that grew 22% from a year earlier in its latest quarter. You probably think of the company as a seller of chipmaking machines, a business that rises and falls with factory spending. The stock is down 27% over the past three months. So how large is the services business.
LRCX Eyes Mid-40s Operating Margin: Is the Long-Term Goal Achievable?LRCX targets mid-40% operating margins as rising revenues, AI-driven demand and higher-margin services support expansion over several years.
Applied Materials Stock Jumped Nearly 7% in a Chip-Equipment Rally. Its $5 Billion India Plan Is the Longer StoryKey Stats for Applied Materials StockCurrent Price: $444. 57Target Price (Mid): ~$790Street Target: ~$641Potential Total Return: ~78%Annualized IRR: ~15% / yearWhat Happened?Applied Materials (AMAT) closed up 6.
Intel Stock And 2 AI Infrastructure Leaders Tied To Chip PolicyRight now AI policy is being written in real time, from a proposed U.S. “AI Force” to fresh talks between Washington and Beijing. That mix of support, softer regulatory signals and closer U.S.-China dialogue is pulling certain AI infrastructure and semiconductor stocks into the spotlight. This article focuses on three AI Infrastructure and Semiconductor Leaders from our screener that appear particularly sensitive to these headlines, and discusses what that could mean for your portfolio...
Chip Stocks Break Through Ceiling As Sector Rebounds. Macom Is A Standout.The Philadelphia semiconductor index, known as SOX, rose for a fourth consecutive day on Friday, with a new batch of chip stocks leading the charge.
Why it could benefit going forward
- Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
- AI-driven HBM and DRAM demand can increase wafer starts and process complexity.
- More complex chip structures tend to raise etch and deposition intensity.
Moat / edge
- Strong position in memory process equipment.
- Large installed base and recurring service revenue.
- Technical depth in high-aspect-ratio etch and deposition.
What to watch
- Memory capex recovery.
- China exposure and export-rule changes.
- Advanced packaging and gate-all-around opportunities.
Key risks
- Memory spending is highly cyclical.
- Policy restrictions can interrupt demand in important markets.
Business snapshot
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products. It also provides Akara, a conductor etch system designed to enhance etch precision, selectivity, and defect control; Argos, Prevos, and Selis, which are selective etch systems used in the fabrication of advanced logic and memory devices that require precise control at nanoscale dimensions; Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for deep silicon etch; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; Sense.i platform products; and customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.