Lam Research Stock Price, News & Analysis

Lam Research Corporation (NASDAQ: LRCX) has announced upcoming participation of its top executives in two major investor conferences. President and CEO Tim Archer will attend the Bernstein Strategic Decisions Conference on May 28, 2025, at 7:00 AM PDT. Additionally, Executive VP and CFO Doug Bettinger will participate in the Bank of America Global Technology Conference on June 3, 2025, at 9:20 AM PDT.

Both presentations will be accessible via live audio webcast through Lam's website investor section, with replays available for two weeks following each event.

Lam Research (Nasdaq: LRCX) has announced that President and CEO Tim Archer will participate in the upcoming J.P. Morgan Global Technology Conference. The presentation is scheduled for May 13, 2025, at 11:30 a.m. Pacific Time (2:30 p.m. Eastern Time).

Investors and interested parties can access the live audio webcast through the Investors' section of Lam Research's website at www.lamresearch.com. For those unable to attend the live presentation, a replay will be available for two weeks following the event.

Lam Research (LRCX) reported strong financial results for Q1 2025, with revenue reaching $4.72 billion, an 8% increase from the previous quarter. The company achieved a U.S. GAAP gross margin of 49.0% and operating income of 33.1% of revenue, with diluted EPS of $1.03.

Geographic revenue distribution showed China leading at 31%, followed by Korea and Taiwan each at 24%. Systems revenue was $3.04 billion, while customer support-related revenue reached $1.68 billion.

Looking ahead, Lam provided guidance for Q2 2025, projecting revenue of $5.0 billion ±$300 million and expecting gross margin of 49.4% ±1%. The company's cash position stood at $5.5 billion, slightly down from $5.7 billion in the previous quarter.

Lam Research (LRCX) has donated an advanced multi-chamber semiconductor etching system to UC Berkeley's Marvell Nanofabrication Laboratory to enhance research and development capabilities for next-generation chip technologies. The system combines Lam's Kiyo® conductor and metal etch, Flex® dielectric etch, and Syndion® GP deep reactive ion etch chambers on a Lam 2300® platform.

The donation will provide researchers access to state-of-the-art etching technology for fabricating nanoscale semiconductor devices, particularly for Specialty Technologies applications including optoelectronics, photonics, sensors, and RF solutions. The Berkeley Marvell NanoLab serves as a shared research center for academic and industrial researchers.

This contribution extends Lam's ongoing collaboration with UC Berkeley, which includes funding foundational research within the College of Engineering and maintaining its position as a founding industry member of the Berkeley Emerging Technologies Research (BETR) Center.

Lam Research (NASDAQ: LRCX) has scheduled its quarterly financial conference call and webcast for Wednesday, April 23, 2025, at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time). The event will be accessible through the Investors section of Lam's website.

Interested parties can access the webcast by visiting the Investors Overview/Events & Presentations section at lamresearch.com. For those unable to attend the live event, a replay will be made available on the company's website approximately three hours after the conference call concludes.

Lam Research (Nasdaq: LRCX) has been named one of the World's Most Ethical Companies® for 2025 by Ethisphere, marking its third consecutive year receiving this recognition. The company stands as the only wafer fabrication equipment provider among this year's honorees.

The selection process evaluated over 240 criteria focusing on ethics and compliance, governance, ethical culture, environmental and social impact, and value chain initiatives. Out of the companies assessed, 136 honorees were recognized across 19 countries and 44 industries.

Pearl Del Rosario, Lam Research's chief compliance officer, emphasized the company's commitment to conducting business ethically, highlighting their Core Values centered on honesty, integrity, respect, and transparency in their operations and customer relationships worldwide.

Lam Research (Nasdaq: LRCX) has announced its upcoming participation in a significant investor event. Doug Bettinger, Executive Vice President and Chief Financial Officer, will represent the company at the Cantor Global Technology Conference on March 11, 2025, at 11:20 a.m. Eastern Time.

The presentation will be accessible to the public through a live audio webcast available on the Investors' section of Lam's website. Interested parties can access the replay of the audio webcast for up to two weeks following the presentation.

Lam Research (LRCX) has announced its participation in an upcoming investor event. Tim Archer, President and CEO, and Doug Bettinger, Executive Vice President and CFO, will represent the company at the Morgan Stanley TMT Conference on March 4, 2025, at 12:20 p.m. Pacific Time.

The presentation will be accessible to the public through a live audio webcast available on the Investors' section of Lam's website. A replay of the webcast will remain available for two weeks following the presentation.

Lam Research (LRCX) has unveiled Akara®, its most advanced conductor etch technology to date, designed for 3D chipmaking. The breakthrough system features DirectDrive® technology, delivering plasma responses 100x faster than previous sources and enabling atomic-scale feature creation.

Akara builds upon Lam's Kiyo® conductor etch tool legacy, which has over 30,000 chambers in production since 2004. The new technology enables scaling of gate-all-around transistors, 6F2 DRAM, and 3D NAND devices, with future compatibility for 4F2 DRAM and 3D DRAM. Key features include TEMPO plasma pulsing for enhanced etch selectivity and SNAP ion energy control for atomic precision.

The system has been selected by leading manufacturers as the production tool of record for advanced DRAM and foundry GAA applications, with repeat orders indicating strong market validation.