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Lam Research saw 'impressive' share gains in Q1, BofA says; Hua Hong orders may cease [Seeking Alpha]
Last lam research corporation earnings: 4/22 04:05 pm
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US:NASDAQ Investor Relations: investor.lamresearch.com
However, 2026 may be a slightly different story. “On 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 Lam Research recorded the most impressive gains, increasing its share by 800 basis points year-over-year in etch/deposition momentum. Bank of America forecasts chip equipment spending reaching $250B by 2030 and semiconductor chip sales of $1.38T in 2026, rising to $2.1T by 2030. The Trump Administration reportedly wants chip equipment makers to stop shipments to the Hua Hong region of China, which could restrict future equipment deliveries.
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NEWS
NEWS
- KLA Corp forecasts strong quarterly revenue on AI-linked demand [Yahoo! Finance][Yahoo! Finance]
- US Export Curbs On Hua Hong Test Applied Materials China Exposure [Yahoo! Finance][Yahoo! Finance]
- U.S. halts chip equipment shipments to China's Hua Hong [Yahoo! Finance][Yahoo! Finance]
- Exclusive-US orders multiple chip equipment companies to halt some shipments to China's No. 2 chipmaker Hua Hong [Yahoo! Finance Canada][Yahoo! Finance Canada]
- Exclusive-US orders chip equipment companies to halt some shipments to Hua Hong, China's second-largest chipmaker [Yahoo! Finance][Yahoo! Finance]
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LRCX
SEC Filings
SEC Filings
- 4/28/26 - Form 4
- 4/27/26 - Form 144
- 4/23/26 - Form 10-Q
- LRCX's page on the SEC website
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