Lam Research

Sands Capital highlighted Lam Research as a critical provider of etch and deposition equipment, benefiting from renewed semiconductor capital spending and rising chip manufacturing complexity. Lam reported strong revenue and adjusted EPS growth, exceeded June-quarter guidance, and holds exposure to high-bandwidth memory, advanced NAND and a recovering memory cycle. Shares have gained nearly 197% over the past year despite a recent one-month decline, and analysts have raised valuations on stronger DRAM investment forecasts. » Plus sur finance.yahoo.com

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. » Plus sur 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. » Plus sur finance.yahoo.com