DRAM prices surged 90-95%, memory suppliers booked two years out [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
Applied Materials (AMAT) posted record DRAM revenue with DRAM now 34% of Semiconductor Systems sales, while Lam Research (LRCX) reported $5.34B in Q2 revenue with $2.68B in deferred revenue signaling locked-in equipment capacity. NVIDIA's data center revenue surge to $62.31B, driven by agentic AI adoption, is fueling demand for high-bandwidth memory that memory suppliers like Micron cannot fully satisfy despite record margins and sold-out order books extending into 2027. A recent study identified one single habit that doubled Americans' retirement savings and moved retirement from dream, to reality. Read more here I've been watching the memory semiconductor cycle for years now, and I can't stop thinking about a comment from a market analyst this week. On a recent TV segment, the analyst argued the selloff in memory and semiconductor names has been completely overdone, and the data backs that up hard. "DRAM contracts this month, quarter over quarter were up 90 to 95%. We still
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LRCX
News
- Lam Research (LRCX) was downgraded by Erste Group Bank AG from "buy" to "hold".MarketBeat
- Strong Demand Lifted Lam Research Corporation (LRCX) in Q4 [Yahoo! Finance]Yahoo! Finance
- Lam Research Corporation Announces March Quarter Financial Conference Call [TheStreet.com]TheStreet.com
- Lam Research Corporation Announces March Quarter Financial Conference CallPR Newswire
- Lam Research Corporation (LRCX): Billionaire Ray Dalio Trims Stake in Chip Stock [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