Lam Research

Lam Research has broken ground on a 120,000-square-foot research and development center on its Tualatin campus. The facility, part of a planned investment of more than $3 billion in the global lab network over five years, will expand cleanroom space by over 50% and is scheduled to open in 2028. It will focus on advanced deposition and etch processes, materials science and hardware validation; the project is expected to create about 900 jobs during construction and more than 400 new positions at Lam Research after completion, along with significant economic benefits for Oregon. » More on de.investing.com

Guinness Global Innovators highlighted Lam Research as a top performer, saying AI-driven demand for DRAM, high-bandwidth memory and data‑centre chips is triggering record wafer fabrication equipment (WFE) spending. Lam’s etch and deposition business, resilient China revenues and faster-than-expected services growth have led management to raise its WFE outlook and extend elevated growth guidance into 2026 and 2027. Analysts including Morgan Stanley have lifted Lam’s valuation amid the multiyear upcycle in AI infrastructure and rising equipment intensity. » More on finance.yahoo.com

Lam Research announces an investment of more than $3 billion to expand its global network of research and development labs over the next five years. The plan aims to enlarge infrastructure and increase experimental capacity by more than 50%, enabling the network to support over one million experiments per year. The company expects a significant acceleration in process development—up to 2.5 times faster—through specialized facilities in the U.S., Asia and Europe, and will begin the expansion later this year. » More on de.investing.com