AI Boom Boosts ASML Holding's Lithography Business: What's Ahead? [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Company Research
Source: Yahoo! Finance
2026, driven by robust demand from AI-related infrastructure and advanced semiconductor nodes. The company reported total net sales of €8.77 billion in the first quarter of 2026, reflecting solid year-over-year growth of 13.3%. Traction in logic and memory equipment supported the growth as these products are in high demand for inference, training, deploying and model optimization required by AI data centers and high performance computing facilities. In the first quarter of 2026, ASML's net system sales came in at €6.28 billion, while Installed Base Management contributed €2.49 billion, highlighting the growing importance of ASML's recurring revenue streams. The installed base business continues to benefit from performance upgrades and rising utilization of EUV systems, reinforcing long-term revenue visibility while net system sales gains from traction across DUV technologies like Argon Fluoride Immersion, Argon Fluoride Dry, Krypton Fluoride and Mercury I-line and emerging EUV pro
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News
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- Will Musk's Terafab Equipment Talks and Rising Estimates Change Lam Research's (LRCX) AI-Fab Narrative? [Yahoo! Finance]Yahoo! Finance
- Jim Cramer Believes Lam Research's Upcoming Earnings “Could Be Explosive” [Yahoo! Finance]Yahoo! Finance
- Deutsche Bank Raises its Price Target on Lam Research (LRCX) to $300 [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 3/27/26 - Form SCHEDULE
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- LRCX's page on the SEC website