Lam Research

8-K under Item 2.02 indicates Lam Research issued its quarterly earnings release, with Item 9.01 covering the press release exhibit. PMs should watch WFE commentary, China exposure, NAND/DRAM mix, and any FY guide given Korean memory capex read-throughs to Samsung/SK Hynix. Full filing body not analyzed; description inferred from form + item codes.

Quarterly report covering the quarter ended 2025-12-28, likely detailing WFE revenue mix, China exposure, gross margin trajectory, and any updated outlook commentary relevant to the DRAM/HBM and leading-edge logic capex cycle. PMs should watch segment splits (memory vs. foundry/logic), deferred revenue, and any export-control language tied to China shipments. Full filing body not analyzed; description inferred from form + item codes.

Filing reports an officer or director change with supporting exhibits; PM impact depends on whether a C-suite role (CEO/CFO) is affected versus a routine board appointment or departure. Full filing body not analyzed; description inferred from form + item codes.

8-K filed under Item 2.02 indicates Lam Research issued an earnings release, with Item 9.01 covering the accompanying press release exhibit. PMs should check WFE demand commentary, China exposure, and gross margin trajectory given the AI capex cycle and HBM/DRAM tool intensity. Full filing body not analyzed; description inferred from form + item codes.

Quarterly report covering the period ended 2026-03-29; PMs should focus on WFE spend commentary, China revenue mix, NAND vs. DRAM tool demand, gross margin trajectory and any updated outlook tied to advanced packaging/HBM and gate-all-around ramps. Full filing body not analyzed; description inferred from form + item codes.