LAM RESEARCH CORP News
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
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Lam Research (LRCX): IBM Tie Spurs Volatility Now!
- Lam Research saw notable moves this week after announcing an IBM collaboration on sub‑1nm logic and amid macro shocks and insider activity. Analysts remain constructive as WFE spending forecasts lift the stock’s medium-term outlook.
13 Mar at 10:15
Lam Research Rally: AI Capex, JSR Pact, BofA Lifts
Concrete developments this week—BofA reaffirmation with a higher price target, a collaborative settlement with JSR/Inpria, and a stronger wafer-fab equipment outlook—have strengthened Lam Research's (LRCX) near-term revenue visibility and technological positioning in etch and deposition.
06 Mar at 10:14
Lam Research (LRCX): Analysts Raise Targets
Analysts have lifted price targets on Lam Research (LRCX) after fresh data pointing to an AI-driven wafer fab equipment (WFE) upcycle and sizable CapEx plans from leading foundries like TSMC. The upgrades reflect expected demand for Lam's etch and deposition systems, with extended R&D partnerships reinforcing long-term positioning.
20 Feb at 10:16
Lam Research: Foundry Surge and Margin Signals Now
Lam Research (LRCX) is navigating strong foundry-driven revenue growth and AI-led equipment demand while facing near-term margin pressures and investor scrutiny ahead of March investor presentations. Recent data and strategic partnerships point to durable tailwinds but increased volatility.
13 Feb at 10:15
Lam Research: New Board, Ops Shift, Analyst Rally!
Lam Research (LRCX) announced leadership and board changes, opened a multi‑year R&D path with CEA‑Leti, and saw a wave of analyst price‑target increases — developments that together clarify execution priorities and broaden addressable technology opportunities for the company.
06 Feb at 10:16
LRCX Surge: Analyst Upgrades & Board Shakeup Today
Lam Research (LRCX) saw a volatile week driven by a string of bullish analyst upgrades, a strategic board appointment, and executive reshuffling—developments that tie directly to rising AI-driven wafer fab equipment spending and could shape near-term stock momentum.
30 Jan at 10:16
Lam Research Surges: Q2 Beat, TSMC CapEx Boost Now
Lam Research (LRCX) posted a stronger-than-expected fiscal Q2 with upbeat guidance, sparking analyst upgrades and renewed investor interest. Coupled with TSMC’s hefty 2026 CapEx plan, Lam’s exposure to advanced etch and deposition tools underpins near-term demand and higher price targets.