Lam Research Stock Price, News & Analysis

Fabric8Labs (LRCX) announced a $50 million financing round on November 13, 2025 to expand U.S. advanced manufacturing capacity using its Electrochemical Additive Manufacturing (ECAM) technology. The funding, led by NEA and Intel Capital with participation from Lam Research corporate venture arm and several strategic investors, will scale annual production from 5M to 22M components and grow teams across manufacturing, design, quality, and process engineering.

Fabric8Labs says ECAM enables room-temperature, high-resolution 3D metal parts for thermal management (AI/HPC), RF/wireless, and power electronics. The company’s U.S. footprint is ISO9001 certified and ITAR registered, positioned to move customers from prototyping to high-volume production.

Lam Research (Nasdaq: LRCX) announced a quarterly cash dividend of $0.26 per share. The dividend is payable on January 7, 2026 to shareholders of record as of December 3, 2025. The company noted that future dividend payments are subject to review and approval by the board.

The release reiterates Lam Research's role as a global supplier of wafer fabrication equipment and includes a standard forward-looking statements caution identifying business, economic, geopolitical, supply chain and other risks that could affect future dividends and results.

Lam Research (Nasdaq: LRCX) reported results for the quarter ended September 28, 2025: revenue $5.32B, U.S. GAAP gross margin 50.4%, U.S. GAAP operating income 34.4% of revenue, and U.S. GAAP diluted EPS $1.24. Non-GAAP diluted EPS was $1.26. Cash and cash equivalents rose to $6.7B and deferred revenue was $2.77B. Geographic mix: China 43%, Taiwan 19%, Korea 15%, Japan 10%.

Outlook for quarter ending December 28, 2025: revenue $5.20B ± $300M, gross margin ~48.4% ± 1%, and diluted EPS ~$1.15 ± $0.10. Diluted share count ~1.26B.

Lam Research (NASDAQ: LRCX) has scheduled its quarterly financial conference call and webcast for Wednesday, October 22, 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.

Investors who cannot attend the live event can access a replay of the webcast, which will be available approximately three hours after the conference call concludes on the company's website under the Investors/Investors Overview/Events & Presentations section.

Lam Research (NASDAQ:LRCX) and JSR Corporation/Inpria have entered into a non-exclusive cross-licensing and collaboration agreement to advance semiconductor manufacturing technology. The partnership focuses on integrating JSR/Inpria's patterning resists and films with Lam's etch and dry resist deposition technologies, including Lam's Aether® dry resist technology.

The collaboration aims to accelerate innovation in several key areas: metal oxide resists, high NA EUV patterning for advanced nodes, and advanced films for next-generation patterning. Additionally, leveraging JSR's acquisition of Yamanaka Hutech Corporation, the companies will explore new precursor materials for advanced atomic layer deposition and etch solutions. As part of the agreement, both companies will dismiss all existing litigation claims in the Inpria v. Lam Research case.

Lam Research (NASDAQ:LRCX) has introduced VECTOR® TEOS 3D, an advanced deposition tool designed for next-generation chip packaging in AI and high-performance computing applications. The breakthrough technology enables ultra-thick, uniform, inter-die gapfill for 3D stacking and heterogeneous integration.

The tool addresses critical manufacturing challenges by depositing specialized dielectric films up to 60 microns thick between dies, with scalability beyond 100 microns. Key features include single-pass processing of crack-free films, quad station module architecture delivering 70% faster throughput, and enhanced energy efficiency. TEOS 3D is already installed in leading logic and memory fabs globally.

Lam Research (NASDAQ: LRCX), a leading global supplier of wafer fabrication equipment to the semiconductor industry, has announced a 13% increase in its quarterly dividend. The dividend will rise from $0.23 to $0.26 per share of common stock.

The enhanced dividend will be paid on October 15, 2025, to shareholders of record as of September 24, 2025. As a FORTUNE 500® company, Lam Research provides technology that is essential in the production of nearly every advanced chip in the market today.

Lam Research (Nasdaq: LRCX) announced its participation in two major technology conferences in September 2025. The company's Executive Vice President and CFO Doug Bettinger will represent Lam Research at the Citi 2025 Global TMT Conference on September 3 and the Goldman Sachs Communacopia + Technology Conference on September 10.

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

Tradr ETFs has announced the launch of two first-to-market leveraged single-stock ETFs on MongoDB (MDB) and Lam Research (LRCX), scheduled for August 19, 2025. The new funds - Tradr 2X Long MDB Daily ETF (MDBX) and Tradr 2X Long LRCX Daily ETF (LRCU) - will expand Tradr's leveraged ETF lineup to 23 funds.

Since late-April, Tradr ETFs has launched fourteen 2X long daily leveraged ETFs focused on tech stocks, accumulating over $400 million in assets under management. These ETFs are designed for sophisticated investors and professional traders, offering leveraged exposure to actively traded stocks with significant risk considerations due to their leveraged nature.