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
$134B
25.44
$4.15
1.66
$0.92
0.87%

Bulls say / Bears say

Lam Research forecasted first-quarter revenue of $3.4 billion ± $300 million, beating the $3.3 billion consensus, fueled by surging AI-related demand and showing strong order momentum for its wafer fabrication equipment (Reuters)
The company pledged to return at least 50% of free cash flow to shareholders over the next five years, including a 120% hike in the quarterly dividend to $1.10 and an added $2 billion share buyback authorization, enhancing shareholder returns (Reuters)
A recent U.S. export control clarification should enable more chipmaking equipment shipments to China, potentially delivering hundreds of millions in new sales from one of Lam’s key markets (Reuters)
Demand from non-AI end-markets such as smartphones and PCs remains weak amid an ongoing semiconductor supply glut, potentially limiting Lam’s equipment orders outside the AI sector (Reuters)
U.S. export restrictions on advanced chipmaking tools to China under national security rules could shrink Lam’s access to the world’s largest chip production market if licensing stays tight (Reuters)
Lam’s forward P/E of about 27x is near the top of its historical range, posing valuation risk if revenue growth slows or market valuations drop (Reuters)
Data summarised monthly by Lightyear AI. Last updated on 31 Aug 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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