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 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.
Lam Research (NASDAQ: LRCX) marked the opening of a new $65 million, four-story, 120,000-square-foot office building (Building G) in Tualatin, OR on November 21, 2025. The facility adds capacity for up to 700 workspaces to support Lam's R&D operations and future expansion plans in the Silicon Forest.
The investment reinforces Lam's multi-year strategy to expand facilities near customers, deepen R&D capabilities, and sustain its decades-long presence in Oregon across Hillsboro, Sherwood, and Tualatin.
Lam Research (NASDAQ: LRCX) opened a new $65 million office building (Building G) in Tualatin, Oregon on Nov 21, 2025, expanding its Silicon Forest footprint.
The four-story, 120,000-square-foot facility adds capacity for up to 700 workspaces to support R&D operations and is part of a multi-year plan that includes future lab and infrastructure expansion.
State and local leaders attended the ribbon-cutting, highlighting the company’s three-decade presence in Oregon and its role in semiconductor innovation for the AI era.
Lam Research (Nasdaq: LRCX) announced that CEO Tim Archer and CFO Doug Bettinger will present at the UBS Global Technology and AI Conference on December 2, 2025 at 9:55 a.m. PT / 12:55 p.m. ET.
A live audio webcast will be available to the public via the Investors section of Lam's website at www.lamresearch.com, and a replay will be accessible for two weeks after the presentation date.
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.