Will LRCX's China Revenue Drop Below 30% Hurt 2026 Growth Outlook? [Yahoo! Finance]
Lam Research Corporation (LRCX)
Last lam research corporation earnings: 4/22 04:05 pm
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Source: Yahoo! Finance
In recent quarters, China has been a meaningful contributor to Lam's growth, supported by strong spending from local chipmakers. In the first quarter of fiscal 2026, revenues from China grew 46.5% year over year to $2.28 billion and accounted for approximately 43% of total revenues. In fiscal 2025, China contributed 37.4% to total sales. A reduction in this exposure raises concerns about whether overall revenue growth could slow in 2026. The potential decline in China's revenues is likely to create a near-term headwind, especially for systems sales. Domestic Chinese customers have been active buyers of equipment for mature and some advanced nodes, and tighter rules could delay or cancel orders. The company estimates that the current shipment restrictions to certain domestic Chinese customers could negatively impact sales in the region by $200 million in the second quarter and $600 million in 2026. However, Lam Research is positioning itself to offset this impact through stronger
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News
- KLA, ASML, Lam Research, Applied Materials Surge. Why Chip Stocks Are Getting a Boost. [Yahoo! Finance]Yahoo! Finance
- Lam Research Or Teradyne Stock: Which Semiconductor Bet Will Pay Off? [Forbes]Forbes
- Lam Research (NASDAQ:LRCX) was given a new $211.00 price target on by analysts at Morgan Stanley.MarketBeat
- Lam Research (NASDAQ:LRCX) had its "buy" rating reaffirmed by analysts at B. Riley.MarketBeat
- Lam Research (NASDAQ:LRCX) was given a new $195.00 price target on by analysts at Barclays PLC.MarketBeat
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 12/18/25 - Form 4
- 12/17/25 - Form 144
- 11/17/25 - Form 4
- LRCX's page on the SEC website