LRCX
램리서치
Source: dsi_quarterly · analyst_consensus (internal DB). DSI from quarterly filings; consensus as of collection.
Suppliers
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Lam Research
Customers
Competitors
Notes
Lam Research is one of the 'big four' wafer fab equipment makers and the dominant supplier of etch tools, with particularly strong exposure to NAND and DRAM memory capex. Recent growth drivers include advanced packaging, gate-all-around transistor adoption, and HBM-related etch/deposition intensity. Key risk is concentration in memory capex cycles and US export controls limiting sales to China.
Lam Research filed an 8-K disclosing a change in officers or directors under Item 5.02. This may involve a departure, appointment, or role transition at the executive or board level — material if it affects the CEO or CFO. Full filing body not analyzed; description inferred from form + item codes.
Lam Research has filed its annual 10-K report for the fiscal year ended June 28, 2026, covering full-year financials, business segment performance, risk factors, and management outlook. Key PM focus areas include WFE spending trends, memory vs. logic equipment mix, China export control exposure, and any updated capital return guidance. Full filing body not analyzed; description inferred from form + item codes.
Lam Research filed an 8-K under Item 2.02 disclosing its quarterly results of operations, most likely for the fiscal quarter ended June 2026 (fiscal Q4). Full filing body not analyzed; description inferred from form + item codes. PMs should watch for WFE demand signals, shipment timing, and any updated full-year or next-quarter guidance, given LRCX's outsized exposure to NAND/DRAM etch and deposition spend cycles directly relevant to Samsung, SK Hynix, and Micron capex trajectories.
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.
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.
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.
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.
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.