Musk's Chip Push Signals Bigger Ambitions [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
According to Bloomberg, teams tied to the venture have begun reaching out to major suppliers like Applied Materials, Tokyo Electron, and Lam Research. They are asking for price quotes and delivery timelines across a wide range of tools, everything from etching systems to testing equipment. That kind of outreach suggests this is not just an idea, but the very early groundwork of something much bigger. Warning! GuruFocus has detected 6 Warning Signs with TSLA. Is TSLA fairly valued? Test your thesis with our free DCF calculator. The timeline is ambitious. The goal is to start producing silicon by 2029 and then scale from there. At the same time, details are still pretty thin, with Musk's team reportedly pushing for quick estimates while keeping specifics limited. The project, launched in March, already has Intel involved alongside Tesla, SpaceX, and xAI, which adds some weight to the effort.
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LRCX
News
- Musk Moving at “Light Speed” to Sign Up Suppliers for $25B Terafab Chip Dream [Yahoo! Finance]Yahoo! Finance
- ASML Premium Shrinks To Decade Low As Shares Rise 36% YTD [Yahoo! Finance]Yahoo! Finance
- Lam Research Drawn Into Musk's Terafab AI Chip Ambitions [Yahoo! Finance]Yahoo! Finance
- U.S. lawmakers scale back bill targeting Chinese chipmaking [Yahoo! Finance Canada]Yahoo! Finance Canada
- ASML Trades At Decade-Low Premium Despite 36% Rally [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