Entities / Company
Lam Research.
American company
- Reports this week
- 3
- Active events
- 5
- Connections
- 278
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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An executive who previously held senior financial roles is noted to serve on the board of Analog Devices, Lam Research, and Broadcom.Some support1 report
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Lam Research, PayPal, EPAM Systems, and General Motors are aggressively buying back stock.Some support1 report
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Lam Research appointed Kim as the new head of Korean operations and detailed its global structure and executive roles.Some support1 report
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The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.Well supported98 reports12 developments inside
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KLA Corporation avoided Lam Research due to high valuation, while Jim Cramer used Nvidia's stock decline to assess other stocks.Some support1 report
Earlier this month
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Kurv Investment Management acquired a new position in Lam Research stock on October 31, 2026.Some support1 report
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Lam Research and Amkor Technology are both operating within the semiconductor industry.Some support1 report
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Quantinuum and IONQ stocks fell during a broad tech selloff, while Lam Research warned of supply constraints.Some support1 report
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AI stocks, including Lam Research, Amazon, and Meta, are performing strongly, influenced by FED policy and election dynamics.Some support2 reports
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Supply chain warnings are causing a market downturn across the semiconductor industry, impacting major chip companies.Some support1 report
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Oil price worries are being linked to the ongoing Iran war, involving Lam Research.Some support1 report
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Tech giants like Meta and Tesla are raising capital to fund their substantial investments in the artificial intelligence industry.Some support2 reports
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Global market volatility was driven by geopolitical risk on October 22, 2026.Some support1 report
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Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.Well supported6 reports2 developments inside
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Supply chain constraints are currently affecting the stock levels of chip equipment.Some support1 report
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Lam Research and IBM reported disappointing earnings releases, impacting global investors.Some support1 report
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Escalating Middle East hostilities, driven by attacks in Saudi Arabia, threaten global supply chains, impacting key AI trade players.Some support2 reports
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ASML and Lam Research equipment supports TSMC's advanced chip manufacturing processes, covering lithography, deposition, and etch.Some support1 report
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HSBC reaffirmed a hold rating on Lam Research on August 30, 2026.Some support2 reports
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Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.Some support1 report1 development inside
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SK Hynix's Dalian facility utilizes tools from Lam Research, KLA, and Applied Materials, amid pressure to build US plants.Some support1 report
One to three months ago
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Lam Research confirmed its labs in Fremont and opened its largest US warehouse in Livermore.Some support1 report
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Jim Cramer discussed Lam Research and KLA's role in the semiconductor shortage and chip manufacturing technology.Some support1 report
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Lam Research, Applied Materials, and KLA are semiconductor companies benefiting from the AI boom.Some support1 report
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Lam Research received a rating upgrade from Cantor Fitzgerald, which reaffirmed Buy status and raised the price target for Speed.Well supported8 reports
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AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.Some support2 reports
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Lam Research is leveraging expansion in India to create a strategic buffer against business disruptions.Some support4 reports
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CEA-Leti, Applied Materials, and others collaborate to accelerate innovation in specialty semiconductors.Some support2 reports2 developments inside
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Applied Materials and Lam Research announce major investments in R&D, including USD 5 billion and Rs 10,000 crore.Some support4 reports
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Lam Research stock performance and investment appeal linked to Trump-era tariffs and specific funds/indices.Speculative1 report1 development inside
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Lam Research is focusing on operations and hiring due to strong demand in the semiconductor industry, with AI applied to field service.Some support1 report
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Lam Research is expanding its operations in Oregon, leveraging its campus in Tualatin.Some support2 reports1 development inside
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Lam Research announced it filed financial data with the SEC and committed new US lab capacity in Oregon.Some support1 report
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Funds are holding company shares of BlackRock, Apple Inc., Broadcom, Databricks, and Lam Research.Some support1 report
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The memory segment is reported to be the fastest-growing part of the WFE market.Some support2 reports
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Lam Research, Broadcom, and Nvidia provide necessary equipment for chip manufacturing.Some support2 reports
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Lam Research broke ground on a semiconductor laboratory in Oregon, and Aware Super bought a new stake in the company.Some support1 report
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A tariff plan caused market tanking on August 22, 2025, impacting leading semiconductor industry players Western Digital and Lam Research.Some support1 report2 developments inside
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Declining chip stocks are leading the sell-off, while oil prices are rising due to geopolitical factors, benefiting from tech rotation.Some support1 report
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Lam Research plans to expand its R&D operations in Tualatin, leveraging existing ties with Washington County.Some support3 reports
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Sector risk tied to competitor earnings reports, with analyst coverage influencing market perception for Lam Research, Nvidia, and Mizuho Securities.Some support2 reports
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Lam Research shares are listed on Nasdaq, and the company is required to file 13F reports with the SEC following a new stake purchase.Some support1 report
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Norges Bank acquired a new position in Lam Research, filing the stake acquisition with the SEC.Some support6 reports
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Groesbeck Investment Management Corp NJ trimmed its position in Lam Research shares.Some support1 report
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Investment banks advised buying Lam Research shares, Morgan Stanley issued a buy call on Applied Materials, and Jim Cramer encouraged investors to buy CrowdStrike.Some support4 reports
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A program involving Lam Research and NY Creates is underway in the Northeast to develop skills in semiconductor process integration.Some support2 reports
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Rick Hill, the retired CEO of Novellus, has been acquired by Lam Research.Some support1 report
Gone quiet
No new reports in 90+ days-
Jim Cramer hosted investing themes on CNBC, discussing the performance of various stocks including Palo Alto Networks, Lam Research, and Johnson & Johnson.Some support1 report
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Lam Research is currently described as a smaller company.Some support1 report
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Multiple companies benefit from strong market conditions, including semiconductor demand, cyber threats, and resilient consumer spending.Some support1 report
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Lam Research and Accenture are discussing their growth rates and revenue generation, specifically regarding specialized equipment for integrated circuits.Some support2 reports
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Lam Research and Applied Materials, semiconductor equipment providers, are benefiting from the AI-driven chip fabrication boom.Well supported11 reports4 developments inside
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Lam Research's revenue growth forecast is lower than the semiconductor industry average.Some support2 reports
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Lam Research reported its market breakdown as of August 29, 2025, showing revenue contributions from various regions including the US, Europe, Korea, and Southeast Asia.Some support1 report1 development inside
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Needham analysts maintained a Buy rating for Lam Research, noting that revenue from Korea remained flat while revenue from Taiwan grew 38%.Some support1 report
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Benzinga reported on the financial results of Lam Research.Some support2 reports
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Lam Research filed required reports with the SEC regarding institutional share ownership.Some support3 reports1 development inside
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Aware Super bought new shares of Lam Research, leading to a required 13F filing with the SEC.Some support3 reports
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Major semiconductor equipment makers (Lam, ASML, AMAT) face competition amid DRAM growth driven by HBM and DDR5 adoption.Well supported7 reports1 development inside
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Multiple financial firms increased their holdings and raised price targets on Lam Research shares.Some support2 reports1 development inside
No events began in the chosen period. Widen it, or reset.
What's reaching Lam Research
Events traced to Lam Research, step by step, newest first- NSF budget dispute may affect Lam Research's fundingPolitical dispute over NSF funds may impact Lam Research's consortium supportPossible
- How could Meta's negative cash flow from AI spending affect Lam Research?Meta's AI spending concerns may curb demand for chip equipmentPossible
- Lam Research may face growth caps amid AI demand and supply issuesLam Research may face growth caps amid AI demand and supply issuesPossible
- Increased chip factory spending could boost Lam Research ordersLam Research may benefit from increased demand for semiconductor toolsPossible
- High ai demand may drive equipment sales for Lam ResearchHigh demand for AI infrastructure could boost Lam Research's equipment salesPossible
- Government push for US chips may boost Lam Research demandGovernment focus on US chip manufacturing may boost demand for Lam ResearchPossible
See all 13 explainers
- Micron's financial worries may curb orders for Lam ResearchMicron's market struggles may reduce capital expenditure for Lam ResearchPossible
- Micron's Taichung expansion could increase demand for Lam ResearchMicron's Taichung expansion may boost demand for Lam Research's equipmentLikely
- Micron's financial strength could boost Lam Research demandMicron's financial strength may boost demand for Lam Research equipmentPossible
- Micron's AI memory boom may boost Lam Research demandLam Research may see increased demand from Micron due to AI memory expansionLikely
- Micron's expansion could increase demand for Lam Research equipmentMicron's expansion into Idaho and New York may boost Lam Research demandLikely
- AI chip demand may boost Lam Research's manufacturing equipment salesLam Research may benefit from increased demand for AI chips and memory productionLikely
- Micron project threat may reduce demand for Lam ResearchMicron project threat may reduce demand for Lam Research's equipmentPossible
Around Lam Research this week
News at the entities that move Lam Research most-
Applied Materials OperationalApplied Materials, the largest global manufacturer of semiconductor equipment, was noted in a recent report.Moves Lam Research
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Micron Technology StructuralMicron Technology supports local community organizations in Silicon Valley, including Second Harvest.Moves Lam Research
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Securities and Exchange Commission StructuralNeedham & Company provided research reports on Geron Corporation, coinciding with a filing with the SEC confirming institutional investment activity.Moves Lam Research
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TSMC StructuralTSMC filed Form 13F with the SEC, and Fulcrum trimmed its position in TSM shares.Moves Lam Research
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Nvidia StructuralDrug pricing policy reduces European drug launches, and an Nvidia scandal threatens the U.S.-China tech truce.Moves Lam Research
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China StructuralMalaysia exported natural rubber to China on November 6, 2026.Moves Lam Research
Connections
The 40 strongest of 278, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Applied Materials Operational
Lam Research and Applied Materials are direct, high-stakes competitors in the advanced semiconductor equipment market, vying for market share and technological dominance.
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Micron Technology Structural
Lam Research supplies critical manufacturing equipment to Micron Technology, forming a key structural link in the semiconductor supply chain.
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Microsoft Structural
Lam Research supplies specialized semiconductor equipment that is critical for powering Microsoft's large-scale AI infrastructure and cloud services.
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TSMC Structural
Lam Research is a critical equipment supplier whose tools are deeply embedded in TSMC's chip manufacturing processes.
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Securities and Exchange Commission Structural
Lam Research is subject to mandatory regulatory oversight and reporting requirements, including Form 13F filings, imposed by the Securities and Exchange Commission.
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KLA Operational
Lam Research and KLA are direct competitors in the semiconductor equipment market, exhibiting correlated market movements.
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Archer Structural
Archer serves as the CEO of Lam Research.
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Nvidia Structural
Lam Research is a critical equipment supplier providing necessary fabrication solutions for Nvidia's advanced AI chips.
Show all 40 connections
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David Lam Structural
David Lam founded and owns Lam Research, a company specializing in semiconductor etching technology.
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KLA Corporation Operational
Lam Research and KLA Corporation are direct competitors in the advanced semiconductor equipment manufacturing market.
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SEC Structural
Lam Research is subject to mandatory regulatory filings and disclosure requirements imposed by the SEC.
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Broadcom Operational
The companies actively compete in the market and rely on shared market growth and necessary equipment supply chains.
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Geode Capital Management Transactional
Geode Capital Management increased its financial stake and holdings in Lam Research.
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Kim Structural
Kim holds a key executive position, serving as the head of Korean operations for Lam Research.
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Korea Structural
Lam Research relies significantly on the Korean market, which contributes a substantial portion of its total revenue.
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Celestica Structural
Lam Research is a major customer of Celestica, establishing a persistent supply chain relationship.
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Intel Operational
Lam Research and Intel are active competitors in the semiconductor equipment industry, with their market outlooks and valuations being mutually influenced by sector trends and capital expenditure.
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National Science Foundation Structural
NSF provides financial and scientific support to a consortium that includes Lam Research, creating a functional dependency.
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Mizuho Securities Operational
Mizuho Securities actively analyzes Lam Research's performance and uses its rating coverage to influence market perception.
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Nasdaq Structural
Lam Research is a publicly traded company that lists its shares on the Nasdaq exchange.
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China Structural
Lam Research's revenue, earnings, and forecasts are structurally dependent on demand and market conditions in China.
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Samsung Electronics Operational
The companies are direct competitors in the broader technology market and share a critical functional dependency within the high-growth memory segment.
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ASML Holding Operational
Lam Research and ASML Holding are direct competitors and heavyweights in the advanced semiconductor equipment market.
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DRAM Operational
Lam Research actively supplies tools and secures contracts within the DRAM manufacturing ecosystem, driven by market demand.
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Norges Bank Transactional
Norges Bank has repeatedly acquired new investment stakes in Lam Research.
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J. Fernandes Transactional
J. Fernandes, an SVP, repeatedly sold shares of Lam Research stock under a pre-arranged trading plan.
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Illinois Municipal Retirement Fund Transactional
The Illinois Municipal Retirement Fund increased its financial stake in Lam Research stock.
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Jefferies Financial Group Mentioned together
Jefferies Financial Group provides financial ratings and target price recommendations for Lam Research stock.
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TD Cowen Transactional
TD Cowen provides financial analysis, including price targets and buy ratings, for Lam Research stock.
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Bank of America Mentioned together
Bank of America provides investment ratings, target price recommendations, and tracks Lam Research's performance.
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AMD Operational
AMD and Lam Research are active competitors within the semiconductor ecosystem, influencing each other through market performance and supply chain dynamics.
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Susquehanna Mentioned together
Susquehanna provides financial ratings and price targets regarding Lam Research.
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Kioxia Operational
The relationship involves active operational interaction between the two companies, specifically concerning engineering analysis of scaling dimensions.
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Accenture Operational
The relationship is characterized by direct market competition regarding growth rates and revenue generation.
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IBM Operational
Lam Research and IBM are competitors in the AI hardware market, with Lam's earnings serving as a signal for IBM's chip demand.
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Prudential plc Transactional
Prudential plc boosted its financial stake in Lam Research.
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Hilltop Holdings Inc. Transactional
Hilltop Holdings Inc. reduced its financial stake in Lam Research shares.
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Citigroup Mentioned together
Citigroup provided investment coverage, reiterating buy ratings and price targets for Lam Research shares.
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Texas Instruments Operational
Lam Research and Texas Instruments are active competitors within the semiconductor industry, sharing market resilience and influencing sector demand.
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Shanghai Operational
The production base originating in the Shanghai economic sphere is actively competing with and challenging Lam Research's market dominance.
History
Events by the month they beganNovember 2026
4 events- An executive who previously held senior financial roles is noted to serve on the board of Analog Devices, Lam Research, and Broadcom.
- Lam Research, PayPal, EPAM Systems, and General Motors are aggressively buying back stock.
- Lam Research appointed Kim as the new head of Korean operations and detailed its global structure and executive roles.
- KLA Corporation avoided Lam Research due to high valuation, while Jim Cramer used Nvidia's stock decline to assess other stocks.
October 2026
16 events- Kurv Investment Management acquired a new position in Lam Research stock on October 31, 2026.
- Lam Research and Amkor Technology are both operating within the semiconductor industry.
- Quantinuum and IONQ stocks fell during a broad tech selloff, while Lam Research warned of supply constraints.
- AI stocks, including Lam Research, Amazon, and Meta, are performing strongly, influenced by FED policy and election dynamics.
- Supply chain warnings are causing a market downturn across the semiconductor industry, impacting major chip companies.
- Oil price worries are being linked to the ongoing Iran war, involving Lam Research.
- Tech giants like Meta and Tesla are raising capital to fund their substantial investments in the artificial intelligence industry.
- Global market volatility was driven by geopolitical risk on October 22, 2026.
- Supply chain constraints are currently affecting the stock levels of chip equipment.
- Lam Research and IBM reported disappointing earnings releases, impacting global investors.
- Escalating Middle East hostilities, driven by attacks in Saudi Arabia, threaten global supply chains, impacting key AI trade players.
- ASML and Lam Research equipment supports TSMC's advanced chip manufacturing processes, covering lithography, deposition, and etch.
- SK Hynix's Dalian facility utilizes tools from Lam Research, KLA, and Applied Materials, amid pressure to build US plants.
- Lam Research confirmed its labs in Fremont and opened its largest US warehouse in Livermore.
- Jim Cramer discussed Lam Research and KLA's role in the semiconductor shortage and chip manufacturing technology.
- Lam Research, Applied Materials, and KLA are semiconductor companies benefiting from the AI boom.
September 2026
8 events- Lam Research, Applied Materials, and others announce new co-innovation and architectural coupling deals involving ASML, TSMC, and Micron.
- AI compute drives market valuation, benefiting companies like Nvidia, Intel, AMD, and specialized equipment providers.
- Applied Materials and Lam Research announce major investments in R&D, including USD 5 billion and Rs 10,000 crore.
- Lam Research is focusing on operations and hiring due to strong demand in the semiconductor industry, with AI applied to field service.
- Lam Research announced it filed financial data with the SEC and committed new US lab capacity in Oregon.
- Funds are holding company shares of BlackRock, Apple Inc., Broadcom, Databricks, and Lam Research.
- The memory segment is reported to be the fastest-growing part of the WFE market.
- Lam Research, Broadcom, and Nvidia provide necessary equipment for chip manufacturing.
Show 3 earlier months
August 2026
14 events- HSBC reaffirmed a hold rating on Lam Research on August 30, 2026.
- Lam Research is expanding its operations in Oregon, leveraging its campus in Tualatin.
- Lam Research broke ground on a semiconductor laboratory in Oregon, and Aware Super bought a new stake in the company.
- Declining chip stocks are leading the sell-off, while oil prices are rising due to geopolitical factors, benefiting from tech rotation.
- Lam Research plans to expand its R&D operations in Tualatin, leveraging existing ties with Washington County.
- Sector risk tied to competitor earnings reports, with analyst coverage influencing market perception for Lam Research, Nvidia, and Mizuho Securities.
- Lam Research shares are listed on Nasdaq, and the company is required to file 13F reports with the SEC following a new stake purchase.
- Groesbeck Investment Management Corp NJ trimmed its position in Lam Research shares.
- A program involving Lam Research and NY Creates is underway in the Northeast to develop skills in semiconductor process integration.
- Rick Hill, the retired CEO of Novellus, has been acquired by Lam Research.
- Jim Cramer hosted investing themes on CNBC, discussing the performance of various stocks including Palo Alto Networks, Lam Research, and Johnson & Johnson.
- Lam Research is currently described as a smaller company.
- Multiple companies benefit from strong market conditions, including semiconductor demand, cyber threats, and resilient consumer spending.
- Lam Research and Accenture are discussing their growth rates and revenue generation, specifically regarding specialized equipment for integrated circuits.
July 2026
4 events- Investment banks advised buying Lam Research shares, Morgan Stanley issued a buy call on Applied Materials, and Jim Cramer encouraged investors to buy CrowdStrike.
- Needham analysts maintained a Buy rating for Lam Research, noting that revenue from Korea remained flat while revenue from Taiwan grew 38%.
- Benzinga reported on the financial results of Lam Research.
- Aware Super bought new shares of Lam Research, leading to a required 13F filing with the SEC.
June 2026
14 events- The VanEck Semiconductor ETF now includes major players in the sector, including Intel, Broadcom, Applied Materials, Lam Research, Nvidia, Micron Technology, and AMD.
- Surging semiconductor demand is intensifying competition among major equipment manufacturers like Lam Research, KLA, and Applied Materials.
- Lam Research received a rating upgrade from Cantor Fitzgerald, which reaffirmed Buy status and raised the price target for Speed.
- Lam Research is leveraging expansion in India to create a strategic buffer against business disruptions.
- CEA-Leti, Applied Materials, and others collaborate to accelerate innovation in specialty semiconductors.
- Lam Research stock performance and investment appeal linked to Trump-era tariffs and specific funds/indices.
- A tariff plan caused market tanking on August 22, 2025, impacting leading semiconductor industry players Western Digital and Lam Research.
- Norges Bank acquired a new position in Lam Research, filing the stake acquisition with the SEC.
- Lam Research and Applied Materials, semiconductor equipment providers, are benefiting from the AI-driven chip fabrication boom.
- Lam Research's revenue growth forecast is lower than the semiconductor industry average.
- Lam Research reported its market breakdown as of August 29, 2025, showing revenue contributions from various regions including the US, Europe, Korea, and Southeast Asia.
- Lam Research filed required reports with the SEC regarding institutional share ownership.
- Major semiconductor equipment makers (Lam, ASML, AMAT) face competition amid DRAM growth driven by HBM and DDR5 adoption.
- Multiple financial firms increased their holdings and raised price targets on Lam Research shares.