Lam Research Stock News

Lam Research (LRCX -0.35%) is a key supplier of equipment used in chip manufacturing. It has a long history of delivering solid business growth and market-beating returns for investors.

China's latest move to tighten control over rare earth metals' exports has sent ripples through the semiconductor industry. With new licensing requirements for foreign entities using Chinese-sourced rare earths, chip equipment makers face mounting uncertainty.

Lam Research delivered its 13th consecutive double-beat quarter, with 34% YoY revenue and 65% EPS growth in the report, driven by strong AI demand and leadership in the etch market. The company trades at a forward P/E of 31, a justified premium given double-digit top and bottom-line growth, expanding margins, and consistent execution by management. Balance sheet strength remains solid with $6.4...

Shares of semiconductor equipment leader Lam Research (LRCX 1.56%) rallied in September, rising 33.7% on the month, according to data from S&P Global Market Intelligence.

U.S. lawmakers seek broader restrictions on chipmaking equipment sales to China, spotlighting AMAT, LRCX, and KLAC after a major increase in Chinese purchases. A bipartisan report reveals Chinese semiconductor firms spent $38 billion on advanced machinery, fueling domestic chip capacity and AI ambitions despite export controls.

Lam Research has surged over 85% since March 2025, fueled by AI-driven demand and a memory-chip market supercycle. LRCX outperformed expectations, as memory and storage demand, especially from AI data centers, drove an increased need for its Wafer Fabrication equipment. Recent analyst upgrades from Morgan Stanley and Deutsche Bank, with higher price targets, further boosted LRCX's stock momentum.

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Semiconductor stocks have been impacted this year by evolving U.S. rules governing the sale of chips to China. Applied Materials just called out a fresh set of challenges.