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 Corp. supplies wafer fabrication equipment and services used by semiconductor manufacturers to build advanced chips. Company news commonly covers quarterly operating results, regional revenue mix, etch and deposition demand, customer support revenue, dividends, investor events, and global operations tied to chipmaker capacity and technology transitions.
Lam Research updates also highlight process-development collaborations and product technologies such as Aether dry resist, Kiyo and Akara etch platforms, Striker and ALTUS Halo deposition systems, advanced packaging capabilities, and customer service offerings that include spares, upgrades, and Reliant non-leading-edge equipment.
Lam Research (NASDAQ:LRCX) announced that Michael (Mike) R. Cannon and Sohail U. Ahmed will retire from its Board of Directors, effective November 2, 2026. According to Lam Research, both leaders contributed extensive technology and semiconductor industry expertise during their respective board tenures.
Cannon has served on Lam’s board since 2011, following more than 40 years in senior roles at Seagate, Dell, Solectron, Maxtor, IBM and Boeing. Ahmed joined the Lam board in 2019 after a long career at Intel, where he led development and deployment of next‑generation silicon logic technologies.
Lam Research (Nasdaq: LRCX) announced that its Board of Directors approved a 27% increase in the quarterly dividend on its common stock, raising it from $0.26 to $0.33 per share. The dividend will be paid on October 14, 2026 to shareholders of record as of September 23, 2026. Future dividends remain subject to Board review and approval.
Lam Research (NASDAQ: LRCX) has broken ground on a new 120,000-square-foot, state-of-the-art R&D lab at its Tualatin, Oregon campus, in the Silicon Forest. The facility is the first milestone in a planned more than $3 billion expansion of Lam’s global lab network over the next five years to support advanced AI chip development.
The Oregon lab is expected to increase cleanroom lab space at the Tualatin R&D center by more than 50%, expand advanced deposition and etch capabilities, and enable closer, on-site collaboration with customers such as Intel and Micron. Projected to open in 2028 as part of a multi-building expansion, the project is forecast, per a third-party IMPLAN assessment, to generate about 900 construction-period jobs and $500 million in economic output over three years, and ultimately create more than 400 new Lam jobs, increasing Lam-supported Oregon jobs to over 11,000. Once completed, Lam projects the expansion will raise its annual economic contribution in Oregon to more than $1.8 billion, marking its largest investment in the state to date.
Lam Research (Nasdaq: LRCX) announced that Executive Vice President and CFO Doug Bettinger will present at the Citi 2026 Global TMT Conference on September 9, 2026, at 07:10 a.m. Pacific, and at the Goldman Sachs Communicopia + Technology Conference 2026 on September 10, 2026, at 09:30 a.m. Pacific.
According to Lam Research, live and replay audio webcasts for both investor presentations will be accessible for two weeks via the Investors section of the company’s website.
Lam Research (NASDAQ: LRCX) plans to invest more than $3 billion over the next five years to expand its global R&D lab network across the United States, Asia and Europe. The multi-site expansion is expected to boost experiment capacity by more than 50% and further integrate specialized labs for foundational research, process development and customer-focused technology centers.
According to Lam, the 24/7 network already supports over one million experiments annually and has shortened process development by up to 2.5x in recent engagements. The new investment aims to further compress product development cycles in response to rising AI-driven demand for advanced deposition, etch and packaging technologies.
Lam Research (Nasdaq: LRCX) and NY Creates announced a collaboration on August 12, 2026 to support semiconductor workforce development across the northeastern United States. Over the next five years, the program is expected to enable training of approximately 3,500 students in semiconductor process integration.
According to Lam Research, the initiative will deploy its Semiverse® Solutions virtual fabrication platform, including SEMulator3D® software, along with lab materials and curriculum development support, across NY Creates’ network of partner colleges and universities. NY Creates will coordinate delivery, align the program with regional advanced manufacturing initiatives, and support the National Network for Microelectronics Education (NNME) Northeast and broader state and regional semiconductor workforce goals.
Lam Research (Nasdaq:LRCX) reported June 28, 2026 quarter revenue of $6.72 billion, up 15.1% sequentially from $5.84 billion. U.S. GAAP gross margin was 51.7%, operating margin 37.4%, and diluted EPS $1.81, versus $1.45 in the March 2026 quarter.
Non-GAAP gross margin was 52.0%, operating margin 38.4%, and diluted EPS $1.82. Net income was $2.28 billion on both GAAP and non-GAAP bases. Cash, cash equivalents, and restricted cash rose to $5.60 billion, and deferred revenue increased to $2.43 billion. Systems revenue reached $4.25 billion and customer support-related revenue $2.47 billion.
For the September 27, 2026 quarter, Lam guided to revenue of $8.10 billion ± $400 million, gross margin of 52.0% ± 1%, operating margin of 39.5% ± 1%, and GAAP and non-GAAP diluted EPS of $2.15 ± $0.15, according to Lam Research.
Lam Research (NASDAQ:LRCX) will host its June-quarter financial conference call and webcast on Wednesday, July 29, 2026, starting at 2:00 p.m. PDT (5:00 p.m. EDT). Investors can access the live and replay webcasts via the company’s investor relations website.
Lam Research (Nasdaq:LRCX) declared a quarterly cash dividend of $0.26 per share of common stock. The dividend will be paid on July 8, 2026 to shareholders of record on June 17, 2026. Future dividends remain subject to board review and approval.
Lam Research (Nasdaq:LRCX) announced that CEO Tim Archer and CFO Doug Bettinger will speak at upcoming investor conferences. Archer will present at the Bernstein Strategic Decisions Conference on May 27, 2026, and Bettinger at the Bank of America Global Technology Conference on June 2, 2026.
Both sessions will be available via live audio webcast and two-week replays on Lam's investor relations website.