Micron's higher capex outlook bodes well for semi equipment makers [Seeking Alpha]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations:
investor.lamresearch.com
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Source: Seeking Alpha
2026 earnings call that they plan to increase capital expenditures for the year by at least 25%, which should benefit semiconductor equipment manufacturers such as Applied Materials ( Tech Trends That Matter Get fast, focused updates on the innovations, market shifts, and trends shaping the tech world. Subscribe to Tech Daily Sign Up Quick Insights Micron's higher capital expenditure is expected to benefit suppliers like Applied Materials, Lam Research, and ASML through increased equipment orders for new fabs and expansions. Applied Materials, Lam Research, and ASML are identified as key beneficiaries due to their roles supplying equipment to Micron's memory manufacturing operations. Growth in AI and related high-bandwidth memory demand is prompting new partnerships and projected double-digit growth in equipment supplier revenue. More Trending News
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LRCX
News
- Janus Henderson Global Technology And Innovation Fund Q4 2025 Commentary [Seeking Alpha]Seeking Alpha
- Lam Research Corporation (LRCX) Eyes $135 billion Opportunity [Yahoo! Finance]Yahoo! Finance
- Market's winners & losers last week: Why these 2 sectors stand out [Yahoo! Finance]Yahoo! Finance
- Is Lam Research Corporation (LRCX) Eyeing Besi Industries Merger amid IBM Pact for Logic Scaling [Yahoo! Finance]Yahoo! Finance
- Up 33% YTD, This Stock Isn't Making Headlines, But Investors Keep Buying [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 1/28/26 - Beat
LRCX
Sec Filings
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- 3/5/26 - Form 4
- LRCX's page on the SEC website