LRCX — Lam Research
Lam Research: what they do, key numbers, and conditions we are monitoring.
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LRCX — Lam Research
Semiconductor Manufacturing Equipment • Monitoring
What They Do
Lam Research specializes in semiconductor etch and deposition equipment, critical for NAND, DRAM/HBM, and advanced logic manufacturing. HBM production specifically requires Lam's tools, making the company a direct second-order beneficiary of AI memory demand.
Key Numbers
| Market Cap | ~$110B |
| Specialty | Etch and deposition for memory + logic |
| HBM Relevance | Tools required for HBM manufacturing |
| Next Earnings | Apr 2026 |
What We’re Watching
- HBM-related equipment bookings
- China revenue exposure
- NAND cycle position and memory vs logic revenue mix
Sources: Lam Research 10-K and 10-Q filings (SEC EDGAR) | Yahoo Finance (LRCX)
Last Updated: April 17, 2026
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