Will Molybdenum Make Lam Research The Next ASML? [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
LRCX's ALTUS Halo enables high-volume molybdenum deposition, supporting surging demand in 3D NAND and advancing DRAM applications. Despite a clarified growth trajectory for 2026, the company faces near-term caution due to significant revenue exposure to China. Given high valuations after a recent rally in manufacturing stocks, I maintain a 'Hold' rating on LRCX. AlexLMX/iStock via Getty Images Lam Research ( LRCX ) remains an important part of the AI supply chain, supplying deposition machines like their ALTUS Halo , which enables atomic layer deposition (ALD) machines to volume produce molybdenum, moving on from tungsten. The use case of This article was written by Analyst's Disclosure: I/we have a beneficial long position in the shares of LRCX either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship
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News
- Lam Research Corporation (LRCX): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Lam Research: Wait For Cooldown Before Getting In [Seeking Alpha]Seeking Alpha
- Lam Research: AI Foundry Growth Keeps The Upside Case Alive [Seeking Alpha]Seeking Alpha
- Lam Research Corporation (LRCX) Presents at UBS Global Technology and AI Conference 2025 Transcript [Seeking Alpha]Seeking Alpha
- Lam Research (LRCX) Stock Is Up, What You Need To Know [Yahoo! Finance]Yahoo! Finance
LRCX
Earnings
- 10/22/25 - Beat
LRCX
Sec Filings
- 11/17/25 - Form 4
- 11/14/25 - Form 144
- 11/10/25 - Form 4
- LRCX's page on the SEC website