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Micron's higher capex outlook bodes well for semi equipment makers [Seeking Alpha]
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations: investor.lamresearch.com
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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- 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]
- DRAM prices surged 90-95%, memory suppliers booked two years out [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 Call[PR Newswire]
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SEC Filings
SEC Filings
- 3/27/26 - Form SCHEDULE
- 3/11/26 - Form 4
- 3/10/26 - Form 3
- LRCX's page on the SEC website
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