Lam Research/$LRCX

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About Lam Research

Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.

Ticker

$LRCX

Sector

Semiconductors
Primary listing

Employees

19,000

Lam Research Metrics

BasicAdvanced
$184B
35.13
$4.15
1.77
$0.69
0.63%

Bulls say / Bears say

Lam Research exceeded analysts’ Q3 2025 revenue expectations, reporting $4.72 billion versus a $4.65 billion estimate, driven by heightened demand for advanced AI chips from major customers like TSMC. (Reuters)
For Q4 2025, Lam guided revenue of $4.7 billion to $5.3 billion, above the $4.59 billion consensus, and reiterated long-term revenue targets of $25 billion to $28 billion by 2028. (Reuters)
Lam forecasts Q1 2026 revenue of $3.4 billion ± $300 million, ahead of the $3.3 billion consensus, underscoring continued momentum in AI-driven wafer fabrication equipment demand. (Reuters)
U.S. export control tightening for chipmaking equipment into China will require individual licenses, likely curbing Lam’s sales in its largest regional market, which accounts for about 31% of revenue. (Reuters)
Applied Materials warned of sluggish China demand and issued a lower Q4 revenue forecast of $6.7 billion versus a $7.33 billion estimate, indicating sectorwide order headwinds that could similarly pressure Lam. (Reuters)
GlobalFoundries cut its Q3 2025 revenue forecast to $1.68 billion from an expected $1.79 billion due to slow smartphone market recovery, signaling prolonged consumer electronics weakness that may delay chip equipment orders including from Lam. (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 1 Oct 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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