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Lam Research

Lam Research Corp. engages in manufacturing and servicing of wafer processing semiconductor manufacturing equipment. It operates through the following geographical segments: the United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. It offers thin film deposition, plasma etch, photoresist strip, and wafer cleaning. The company was founded by David K. Lam on January 21, 1980, and is headquartered in Fremont, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

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Earnings data Q4 2023

Earnings data Q1 2024

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Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Lam Research reports record 2022 performance amidst 2023 challenges

Lam Research's strong financial performance in 2022 was supported by strategic investments and operational efficiency.
Challenges in 2023 include workforce reductions, restructuring charges, and inflationary pressures, but the company remains focused on innovation.
Opportunities lie in capitalizing on future demand trends, enhancing operational efficiency, and staying competitive in the market.

Lam Research reports decline in revenue but focuses on shareholder value and future growth

Lam Research's Q3 performance reflects a decline in revenue but strong operational execution, with a focus on returning value to shareholders. Despite challenges in the memory market, the company remains optimistic about its technology leadership and growth opportunities.

Lam Research surpasses Q4 expectations, eyes growth in WFE spending

Lam Research's Q4 performance exceeded expectations, with strong revenue and gross margin figures.
The company's strategic strengths lie in its market position in advanced packaging and ongoing investments in product portfolio expansion.
Challenges include potential revenue impact from export controls and inventory management, while opportunities exist in gate all around technologies and WFE growth drivers.
Overall, Lam Research remains well-positioned in the semiconductor industry, poised for growth amidst evolving market dynamics.

Lam Research surpasses Q1 revenue targets, eyes semiconductor growth

Lam Research delivered strong financial results in Q1 2024, exceeding revenue guidance and showcasing robust margins.
The company's strategic focus on innovation and productivity positions it well to capitalize on semiconductor industry growth.
While facing challenges such as potential margin headwinds, Lam remains optimistic about future opportunities and growth prospects.
Investors can expect continued performance and technology leadership from Lam Research in the upcoming quarters.

Lam Research surpasses Q2 expectations, eyes NAND growth opportunities

Lam Research's Q2 2024 performance exceeded expectations with strong financial metrics and strategic focus on growth areas.
The company anticipates outperforming in NAND growth, focusing on technology upgrades and incremental revenue opportunities.
Challenges include dependency on customer decisions for NAND WFE growth and managing deferred revenue from new customers.
Opportunities lie in capturing incremental revenue in non-NAND markets and enhancing operational resilience through R&D investments.

Lam Research beats Q1 expectations, eyes AI and China growth

Lam Research's strong Q1 performance, particularly in DRAM and NAND sectors, showcases resilience. Investments in technology and customer collaboration position the company for future growth. Challenges in mature nodes and China market dynamics require strategic focus for sustained success.

Lam Research exceeds Q4 expectations, eyes growth in advanced technologies

Lam Research's strong financial performance, focus on innovation, and shareholder-friendly initiatives underscore its resilience.
While facing challenges in maintaining margins and addressing analyst inquiries, the company remains optimistic about growth prospects.
Opportunities in advanced technologies and strategic investments position Lam Research for sustained success in the semiconductor industry.

Lam Research exceeds Q1 expectations, eyes technology upgrades for 2025

Lam Research's strong Q1 performance, focus on technology upgrades, and investments in key areas position it for outperformance in 2025. Challenges include revenue normalization in China and declining nonvolatile memory. However, opportunities in advanced technologies and AI present avenues for growth.

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Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

In the closing of the recent trading day, Lam Research (LRCX) stood at $736.93, denoting a -1.65% change from the preceding trading day.

Lam Research (LRCX) Declines More Than Market: Some Information for Investors

FREMONT, Calif. , Jan. 3, 2024 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, January 24, 2024, beginning at 2:00 p.m.

Lam Research Corporation Announces December 2023 Quarter Financial Conference Call

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In the most recent trading session, Lam Research (LRCX) closed at $789.67, indicating a -0.66% shift from the previous trading day.

Lam Research (LRCX) Stock Falls Amid Market Uptick: What Investors Need to Know

Micron has indicated the memory chip industry is on pace for new record sales by 2025. Lam Research could be a top beneficiary of the coming chipmaking boom.

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Lam Research Earns Spot on the Dow Jones Sustainability Index for North America for the Third Consecutive Year

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Lam Research (LRCX) closed the most recent trading day at $715.92, moving +0.27% from the previous trading session.

Lam Research (LRCX) Rises But Trails Market: What Investors Should Know

Lam Research is the IBD Stock Of The Day as the semiconductor equipment supplier flirts with a buy point.

Chip Gear Maker Lam Research Toys With Buy Point

Lam Research Corporation (NASDAQ:LRCX ) UBS Global Technology Conference November 28, 2023 4:15 PM ET Company Participants Tim Archer - President and Chief Executive Officer Doug Bettinger - Executive Vice President and Chief Financial Officer Conference Call Participants Timothy Arcuri - UBS Timothy Arcuri Okay. We're going to get started with our next session.

Lam Research Corporation (LRCX) UBS Global Technology Conference (Transcript)

LRCX's market position in the semiconductor supply chain is like selling shovels in a gold rush. The company's sales are closely tied to the growing global semiconductor capex. The current market slowdown is temporary, caused by high inventories subsequent to a period of rapid capacity growth. The supply/demand balance is expected to recalibrate as early as 2024.

Lam Research: Harnessing Semiconductor Growth

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We are upgrading Lam Research stock back to a buy. We are now less concerned about the high exposure to the Chinese domestic customers as we expect non-Chinese leading-edge WFE spend to rebound in 2024. We expect the WFE for the memory market to rebound next year as DRAM and NAND bit shipments are already rebounding.

Lam Research: Upgrade To Buy, WFE Spend Rebound Timed For 2024

Lam Research (LRCX) reported earnings 30 days ago. What's next for the stock?

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News for Lam Research Stock (LRCX)