Three structural shifts in chip design are forcing semiconductor makers to order significantly more manufacturing equipment.

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Lam Research (NASDAQ:LRCX) reported record revenue, profitability and earnings per share for its September 2026 quarter, as demand tied to artificial intelligence, advanced semiconductor manufacturing and packaging continued to support spending on deposition and etch equipment. Revenue for the Sept

The wafer-fab supplier reports after the close with memory exposure and margins under the microscope.

Investing.com -- Lam Research Corp (NASDAQ:LRCX) shares slipped 6% in after-hours trading Wednesday despite delivering fiscal first-quarter results and forward guidance that topped Wall Street expectations.

Lam Research (LRCX) delivered earnings and revenue surprises of +1.38% and +0.99%, respectively, for the quarter ended September 2026. Do the numbers hold clues to what lies ahead for the stock?

Lam Research Corporation announced on Wednesday that its revenue in the first quarter of its fiscal 2027 reached $8.2 billion, rising by 22% compared to the same period in the previous year and beatin...

The semiconductor manufacturing equipment company saw its stock drop on the news.

Lam Research (LRCX) late Wednesday reported fiscal Q1 adjusted earnings of $2.20 per diluted share,

Semiconductor equipment maker Lam Research (NASDAQ:LRCX) met Wall Street’s revenue expectations in calendar Q3 2026 (fiscal Q1 2027), with sales up 54.4% year on year to $8.22 billion. The company expects next quarter’s revenue to be around $8.6 billion, close to analysts’ estimates. Its non-GAAP profit of $2.20 per share was 0.9% above analysts’ consensus estimates.