NasdaqGS:LRCXSemiconductor
Is Stronger Earnings, AI R&D Push and New Leadership Altering The Investment Case For Lam Research (LRCX)?
In late January 2026, Lam Research reported higher quarterly and six-month sales and net income compared with a year earlier, issued new revenue and earnings guidance for the March 2026 quarter, maintained its US$0.26 quarterly dividend, and announced leadership changes alongside a new director appointment and an expanded technology collaboration with CEA-Leti.
Together, these moves highlight Lam’s effort to pair stronger financial performance with deeper R&D partnerships and refreshed...