Lam Research Corporation

NasdaqGS:LRCX Stock Report

Market Cap: US$126.8b

Lam Research Management

Management criteria checks 2/4

Lam Research's CEO is Tim Archer, appointed in Jan 2018, has a tenure of 7.58 years. total yearly compensation is $30.14M, comprised of 3.9% salary and 96.1% bonuses, including company stock and options. directly owns 0.068% of the company’s shares, worth $86.57M. The average tenure of the management team and the board of directors is 2.4 years and 6.2 years respectively.

Key information

Tim Archer

Chief executive officer

US$30.1m

Total compensation

CEO salary percentage3.91%
CEO tenure7.6yrs
CEO ownership0.07%
Management average tenure2.4yrs
Board average tenure6.2yrs

Recent management updates

Recent updates

An Etch-A-Sketch Of Lam Research's Stock Price Outlook

Aug 05

Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't

Jul 27
Lam Research Corporation's (NASDAQ:LRCX) Business Is Trailing The Market But Its Shares Aren't

Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?

Jul 02
Is Now The Time To Look At Buying Lam Research Corporation (NASDAQ:LRCX)?

Does This Valuation Of Lam Research Corporation (NASDAQ:LRCX) Imply Investors Are Overpaying?

Jun 18
Does This Valuation Of Lam Research Corporation (NASDAQ:LRCX) Imply Investors Are Overpaying?

Lam Research Q3: NAND Upgrade Cycle Drives Growth; Downgrade To 'Hold'

Apr 27

The Price Is Right For Lam Research Corporation (NASDAQ:LRCX)

Apr 18
The Price Is Right For Lam Research Corporation (NASDAQ:LRCX)

Lam Research: Tides Have Turned, Buy This Semiconductor Refurbisher

Apr 17

Is Now An Opportune Moment To Examine Lam Research Corporation (NASDAQ:LRCX)?

Mar 27
Is Now An Opportune Moment To Examine Lam Research Corporation (NASDAQ:LRCX)?

Lam Research: Phenomenal Long Term Outlook For This Semi Equipment Giant

Mar 14

Lam Research: Time To Buy Despite Tariff Concerns

Mar 07

Estimating The Fair Value Of Lam Research Corporation (NASDAQ:LRCX)

Feb 17
Estimating The Fair Value Of Lam Research Corporation (NASDAQ:LRCX)

Results: Lam Research Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

Feb 04
Results: Lam Research Corporation Beat Earnings Expectations And Analysts Now Have New Forecasts

I Was Wrong; Lam Research Is A Top Semiconductor Pick (Technical Analysis, Rating Upgrade)

Feb 02

Investors Interested In Lam Research Corporation's (NASDAQ:LRCX) Earnings

Jan 07
Investors Interested In Lam Research Corporation's (NASDAQ:LRCX) Earnings

Lam Research: Bullish Factors Lining Up For 2025

Dec 31

Is There Now An Opportunity In Lam Research Corporation (NASDAQ:LRCX)?

Dec 24
Is There Now An Opportunity In Lam Research Corporation (NASDAQ:LRCX)?

Lam Research: Semiconductor Giant Still On Sale After Earnings Beat

Dec 04

Lam Research: Wait For The Dust To Settle (Technical Analysis)

Nov 28

Lam Research (NASDAQ:LRCX) Knows How To Allocate Capital Effectively

Nov 14
Lam Research (NASDAQ:LRCX) Knows How To Allocate Capital Effectively

Why Lam Research Is At A Make-Or-Break Level Before Earnings

Oct 22

Lam Research (NASDAQ:LRCX) Seems To Use Debt Quite Sensibly

Oct 12
Lam Research (NASDAQ:LRCX) Seems To Use Debt Quite Sensibly

Lam Research Following Micron's Footsteps In High Bandwidth Memory And Semiconductor Equipments Demand

Oct 11

Lam Research: The Recent Pullback Is A Buying Opportunity

Sep 16

Is Lam Research Corporation (NASDAQ:LRCX) Trading At A 36% Discount?

Sep 15
Is Lam Research Corporation (NASDAQ:LRCX) Trading At A 36% Discount?

Lam Research's (NASDAQ:LRCX) Shareholders Will Receive A Bigger Dividend Than Last Year

Sep 03
Lam Research's (NASDAQ:LRCX) Shareholders Will Receive A Bigger Dividend Than Last Year

Lam Research: Finding Opportunity Amidst Q4 FY 2024 Post Earnings Dip

Aug 16

Lam Research: China Risk May Offset Memory Recovery And AI Boost

Aug 03

Lam Research: It's Still All About Memory- Maintaining Buy

Jul 11

Capitalizing On The Semiconductor Rebound: Lam Research Is A Compelling Buy

Jul 02

Lam Research: Headwinds Coming From Chinese And Japanese Competitors

Jun 07

Lam Research: More Wafer Fab Equipment Spend For FY2025, Maintaining Buy

May 18

Lam Research: Benefiting From HBM-Driven DRAM; Initiate With 'Strong Buy'

Apr 18

Lam Research: A Favorite In The Semis - Initiating With A Buy

Apr 09

Lam Research: Stock Price Runup Justified But Upside Now Limited

Feb 24

Lam Research: Lack Of Clarity On NAND A Significant Headwind In 2024

Jan 25

CEO Compensation Analysis

How has Tim Archer's remuneration changed compared to Lam Research's earnings?
DateTotal CompensationSalaryCompany Earnings
Jun 29 2025n/an/a

US$5b

Mar 30 2025n/an/a

US$5b

Dec 29 2024n/an/a

US$4b

Sep 29 2024n/an/a

US$4b

Jun 30 2024US$30mUS$1m

US$4b

Mar 31 2024n/an/a

US$4b

Dec 24 2023n/an/a

US$3b

Sep 24 2023n/an/a

US$4b

Jun 25 2023US$18mUS$1m

US$5b

Mar 26 2023n/an/a

US$5b

Dec 25 2022n/an/a

US$5b

Sep 25 2022n/an/a

US$5b

Jun 26 2022US$17mUS$1m

US$5b

Mar 27 2022n/an/a

US$5b

Dec 26 2021n/an/a

US$5b

Sep 26 2021n/an/a

US$4b

Jun 27 2021US$15mUS$1m

US$4b

Mar 28 2021n/an/a

US$3b

Dec 27 2020n/an/a

US$3b

Sep 27 2020n/an/a

US$3b

Jun 28 2020US$12mUS$1m

US$2b

Mar 29 2020n/an/a

US$2b

Dec 29 2019n/an/a

US$2b

Sep 29 2019n/an/a

US$2b

Jun 30 2019US$14mUS$810k

US$2b

Compensation vs Market: Tim's total compensation ($USD30.14M) is above average for companies of similar size in the US market ($USD13.62M).

Compensation vs Earnings: Tim's compensation has increased by more than 20% in the past year.


CEO

Tim Archer (58 yo)

7.6yrs
Tenure
US$30,135,041
Compensation

Mr. Timothy M. Archer, also known as Tim, is Independent Director of Johnson Controls International plc from March 13, 2024. He has been President and Chief Executive Officer of Lam Research Corporation si...


Leadership Team

NamePositionTenureCompensationOwnership
Timothy Archer
President7.6yrsUS$30.14m0.068%
$ 86.6m
Douglas Bettinger
Executive VP & CFO12.4yrsUS$8.78m0.077%
$ 98.1m
Patrick Lord
Executive VP & COO2.4yrsUS$7.07m0.0029%
$ 3.6m
Vahid Vahedi
Senior VP2.4yrsUS$5.27m0.021%
$ 26.9m
Seshasayee Varadarajan
Senior VP of The Global Products Group7.5yrsUS$6.61m0.012%
$ 14.9m
Christina Correia
Chief Accounting Officer & Group VP2.4yrsno data0.0040%
$ 5.1m
Ram Ganesh
Vice President of Investor Relationsno datano datano data
Ava Harter
Senior VP1.1yrsno data0.0047%
$ 6.0m
Steve Fine
Corporate VP & Chief Communication Officer1.4yrsno datano data
Mary Hassett
Senior VP & Chief Human Resources Officer5yrsno datano data
Audrey Charles
Senior VP of Corporate Strategy and Advanced Packaging & President of lam Capital4.6yrsno datano data
Neil Fernandes
Senior VP of Global Customer Operations2.4yrsno data0.0057%
$ 7.2m
2.4yrs
Average Tenure
58yo
Average Age

Experienced Management: LRCX's management team is considered experienced (2.4 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
Timothy Archer
President6.7yrsUS$30.14m0.068%
$ 86.6m
Mark Fields
Independent Director1yrno data0.00010%
$ 126.8k
Michael Cannon
Independent Director14.5yrsUS$385.12k0.015%
$ 18.7m
Eric Brandt
Independent Director14.9yrsUS$390.12k0.022%
$ 28.5m
Abhijit Talwalkar
Independent Chairman of the Board14.5yrsUS$522.62k0.0083%
$ 10.6m
Bethany Mayer
Independent Director6.3yrsUS$375.12k0.0023%
$ 2.9m
John Dineen
Independent Director2yrsUS$449.69k0.00036%
$ 456.3k
Sohail Ahmed
Independent Director6.2yrsUS$365.12k0.0024%
$ 3.1m
Ita Brennan
Independent Director1yrno data0.000060%
$ 76.1k
Jyoti Mehra
Independent Director3.8yrsUS$360.12k0.0011%
$ 1.4m
Ho Kang
Independent Director2.5yrsUS$350.12k0.00045%
$ 570.4k
6.2yrs
Average Tenure
62yo
Average Age

Experienced Board: LRCX's board of directors are considered experienced (6.2 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/08/31 20:20
End of Day Share Price 2025/08/29 00:00
Earnings2025/06/29
Annual Earnings2025/06/29

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Lam Research Corporation is covered by 61 analysts. 28 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
Thomas O'MalleyBarclays
Christopher MuseBarclays