Lam Research Corp. filings document regulatory disclosures for a semiconductor wafer fabrication equipment company. Its Form 8-K reports include operating results and financial-condition updates, material-event disclosures, exhibits for quarterly earnings releases, governance matters, capital-structure items, and changes affecting security-holder rights.
Lam Research proxy and related filings cover annual meeting proposals, director elections, executive compensation advisory votes, stock incentive plan approvals, auditor ratification, charter amendments, stockholder proposals, and changes in the company’s independent registered public accounting firm.
LAM RESEARCH CORP (LRCX) reported planned Board changes. On August 24, 2026, directors Sohail U. Ahmed and Michael R. Cannon each notified the Board of their decisions to retire from the Board, effective November 2, 2026. Upon their retirement, the size of the Board will decrease from 12 to 10 directors. The company highlights their long tenures and extensive committee service, including audit, compensation and human resources, innovation and technology, and nominating and governance committees.
Lam Research Corporation, a Delaware-based supplier of wafer fabrication equipment and services to the semiconductor industry, filed its 2026 annual report. The company serves leading memory, foundry and logic manufacturers with deposition, etch, clean and advanced packaging tools, plus lifecycle support via its Customer Support Business Group.
Management highlights AI, cloud and other compute‑intensive applications as key drivers of demand for advanced devices and for Lam’s products, especially in 3D architectures and gate‑all‑around structures. As of December 28, 2025, non‑affiliate common stock market value was $178,309,002,956; as of August 4, 2026 there were 1,251,321 thousand common shares outstanding. Lam reports about 23,300 regular full‑time employees worldwide, with over 26% in R&D, and emphasizes significant ongoing R&D investment, extensive global operations, and a wide set of risks spanning trade controls (including China), supply chain and single‑source components, rapid technology change, cybersecurity, environmental regulation such as PFAS, and a stated goal of achieving net zero emissions by 2050.
Timothy Archer, President and CEO of Lam Research, exercised employee stock options for 30,000 shares at $30.0330 per share and on the same day sold 30,000 common shares at $300.0000 per share under a Rule 10b5-1 trading plan adopted on February 24, 2026. He now holds 61,400.0000 stock options directly, plus indirect holdings of 48,025.7200 shares in a 401(k) and 5,670.0020 shares in a spouse 401(k).
LAM RESEARCH CORP reports that Chief Legal Officer Ava Harter had 5790.0000 shares of common stock automatically withheld on 2026-08-05 to satisfy tax withholding on vesting restricted stock units at $307.4200 per share. Following this tax-withholding disposition, she holds 47462.4550 shares, including shares subject to unvested restricted stock units.
Timothy M. Archer filed a notice to sell up to 30,000 shares of common stock of LRCX through Fidelity Brokerage Services LLC on or about August 6, 2026 on the NASDAQ market. The filing lists an aggregate market value of $9,000,000.00 for these shares.
The shares are to be acquired from the issuer via a stock option exercise for cash on August 6, 2026 before being sold. The filing also reports that on July 2, 2026, Archer sold 30,000 shares of common stock for total proceeds of $11,700,300.00 during the prior three months.
Lam Research reported a strong June 28, 2026 quarter, with revenue of $6.72 billion, up from $5.84 billion in the March 2026 quarter, and U.S. GAAP diluted EPS of $1.81 versus $1.45. GAAP gross margin was 51.7% and operating margin 37.4%, both improving quarter over quarter. Net income reached $2.28 billion. Non-GAAP results were similar, with non-GAAP EPS of $1.82, gross margin of 52.0% and operating margin of 38.4%.
Cash, cash equivalents and restricted cash increased to $5.60 billion from $4.77 billion, primarily from operating cash flow of $1.46 billion. Deferred revenue rose to $2.43 billion, and estimated future revenue from shipments to Japan was $490.2 million. Systems revenue was $4.25 billion and customer support-related revenue $2.47 billion, with Taiwan and China the largest regions.
For the quarter ending September 27, 2026, Lam guides to revenue of $8.10 billion ± $400 million, gross margin of 52.0% ± 1%, operating margin of 39.5% ± 1%, and net income per diluted share of $2.15 ± $0.15, on a projected diluted share count of 1.255 billion. Management attributes performance to AI-driven demand and technology leadership.
Lam Research Corp director Abhijit Y. Talwalkar executed an open-market sale of 18,282 shares of Common Stock on July 13, 2026 at $335.0000 per share, pursuant to a Rule 10b5-1 trading plan adopted on March 11, 2026. Following the transaction, he directly owns 87,142 shares, which include shares subject to unvested restricted stock units.
A holder of common stock of LRCX has filed a notice of proposed sales under Rule 144. The filing lists up to 18,282 shares, with an indicated aggregate market value of $6,124,470.00, to be sold through Fidelity Brokerage Services LLC on or after July 13, 2026 on the NASDAQ market.
The shares relate to prior restricted stock vesting events received from the issuer as compensation on several dates between 2014 and 2025.
LAM Research President and CEO Timothy Archer exercised employee stock options and sold shares in an open-market transaction. He exercised options for 30,000 shares of common stock at $30.033 per share and sold 30,000 shares at $390.01 per share on July 2, 2026.
After these transactions, Archer directly owned 1,075,966 shares of LAM Research common stock, with additional indirect holdings in his and his spouse’s 401(k) accounts. The filing notes that the sale was made under a pre-arranged Rule 10b5-1 trading plan adopted on February 24, 2026, and that his reported holdings include shares tied to unvested restricted stock units.