Welcome to our dedicated page for Lam Research news (Ticker: LRCX), a resource for investors and traders seeking the latest updates and insights on Lam Research stock.
Lam Research Corporation (NASDAQ: LRCX) is a FORTUNE 500® global supplier of wafer fabrication equipment and services to the semiconductor industry, and its news flow reflects its role in enabling advanced chip manufacturing. The company regularly issues updates on financial performance, technology introductions, collaborations, and corporate actions that are relevant to investors, customers, and industry observers.
On this page, readers can follow LRCX news ranging from quarterly earnings announcements and guidance to dividend declarations and investor conference participation. Lam’s earnings releases provide detail on revenue, margins, geographic mix, and the balance between systems and customer support-related revenue, while associated conference calls and webcasts offer additional context on business conditions and outlook.
Lam Research also publishes news about new products and process technologies, such as the introduction of VECTOR® TEOS 3D for advanced packaging and 3D integration, and updates on patterning and EUV-related innovations. Technology-focused releases often describe how Lam’s tools address manufacturing challenges for AI and high-performance computing applications, including 3D stacking, chiplet architectures, and atomic-scale patterning.
Another important category of Lam news involves strategic collaborations and ecosystem initiatives. Examples include the cross-licensing and collaboration agreement with JSR Corporation and Inpria Corporation to advance next-generation patterning materials and processes. The company also highlights investments and partnerships through its corporate venture arm, Lam Capital, as seen in its participation in Fabric8Labs’ funding round for advanced manufacturing capacity.
Corporate and governance updates, such as dividend increases, changes in independent auditors, and annual meeting outcomes, are also disclosed through Lam Research news releases and related SEC filings. Investors tracking LRCX can use this news feed to monitor developments that may influence Lam’s position in semiconductor machinery manufacturing and its engagement with the global semiconductor ecosystem.
IBM (NYSE: IBM) and Lam Research announced a five-year collaboration to advance sub-1nm logic scaling using novel materials, advanced etch/deposition, and High‑NA EUV lithography.
Work will validate full process flows for nanosheet and nanostack devices, leveraging IBM's Albany facilities and Lam's Aether, Kiyo, Akara, Striker, and ALTUS toolsets.
Lam Research (Nasdaq: LRCX) announced that CFO Doug Bettinger will present at two investor conferences in early March 2026: the Morgan Stanley TMT Conference on March 3, 2026 at 9:15 AM PT and the Cantor Global Technology & Industrial Growth Conference on March 11, 2026 at 7:40 AM PDT.
Live audio webcasts will be available via the company's Investors section, with replays accessible for two weeks after each presentation.
Lam Research (NASDAQ: LRCX) opened a new 9,200 sq. ft. office in Boise, Idaho on Feb. 17, 2026 to support collaborative R&D and high-volume manufacturing for memory customers. The office will initially house approximately 150 Lam personnel and is part of a multi-year U.S. expansion to accelerate support for Micron and AI-era chipmaking.
The ceremony included U.S. Senator Jim Risch, Micron representatives, local leaders and academic partners; Lam emphasized advanced deposition, etch tools, Equipment Intelligence® and Semiverse® Solutions in its U.S. growth strategy.
Lam Research (Nasdaq: LRCX) declared a quarterly cash dividend of $0.26 per share. The dividend is payable on April 8, 2026 to shareholders of record on March 4, 2026. Future dividends are subject to Board review and approval.
Lam Research (Nasdaq: LRCX) announced leadership transitions effective March 6, 2026: Sesha Varadarajan will become Chief Operating Officer and Karthik Rammohan will expand to Senior Vice President, Global Operations and Enterprise Solutions. The moves align product, services, support, strategy and government affairs to increase operational velocity for rising semiconductor demand.
Varadarajan adds customer support, corporate strategy and government affairs to his product portfolio; Rammohan adds IT, quality and facilities oversight while retaining manufacturing and supply chain leadership. Pat Lord will retire after more than two decades at Lam and Novellus.
Lam Research (NASDAQ: LRCX) appointed Dr. Anirudh Devgan, president and CEO of Cadence Design Systems, to its board of directors effective Feb 3, 2026. Devgan brings deep EDA, AI, and semiconductor ecosystem expertise, 27 U.S. patents, IEEE Fellowship, and NAE membership to Lam's governance.
The board expects to leverage his experience in virtualization, emulation, and AI-driven design as Lam seeks to accelerate operations and innovation for the AI era.
Lam Research (Nasdaq: LRCX) and CEA-Leti signed a new multi-year R&D agreement on Feb. 2, 2026 to accelerate pathfinding for materials and fabrication processes for Specialty Technology devices.
The collaboration targets MEMS, 3D imaging and sensors, power management, RF, photonics (including MicroLED), optical interconnects, and quantum optics, combining Lam's etch/deposition tools and PLD system with CEA-Leti's device characterization capabilities.
Lam Research (Nasdaq: LRCX) reported results for the quarter ended December 28, 2025: revenue $5.34 billion, U.S. GAAP gross margin 49.6%, U.S. GAAP operating income 33.9% of revenue, and U.S. GAAP diluted EPS $1.26. Non-GAAP diluted EPS was $1.27.
Cash and cash equivalents were $6.18 billion, deferred revenue was $2.25 billion. Geographic mix: China 35%, Taiwan 20%, Korea 20%, Japan 10%. Systems revenue was $3.36 billion; customer support revenue was $1.99 billion. Outlook for March 29, 2026: revenue $5.70 billion +/- $300 million, gross margin ~49.0% +/-1%, EPS $1.35 +/- $0.10.
AppFolio (NASDAQ: APPF) will report fourth quarter and year-end 2025 financial results after market close on Thursday, January 29, 2026. The company will host a conference call the same day at 5:00 p.m. ET to discuss results and outlook.
A live webcast will be available at the provided media server link and a replay will be posted for a limited time on AppFolio’s Investor Relations website. Investors are reminded to monitor the Investor Relations site for material disclosures and Regulation FD compliance.
Lam Research (NASDAQ: LRCX) will host its quarterly financial conference call and webcast on Wednesday, January 28, 2026 at 2:00 p.m. PT / 5:00 p.m. ET. Investors can access the live webcast via the Investors section of Lam's website under Events & Presentations.
A webcast replay will be available on Lam's website approximately three hours after the conference call concludes.