Lam Research: The Setup Keeps Getting Stronger

05:35pm, Wednesday, 11'th Mar 2026
Lam Research Corporation remains a top beneficiary of the upcoming WFE cycle, driven by logic share gains and a major memory capex upcycle. LRCX revised 2026 WFE market expectations to $135B, up 23% f
Lam Research Corporation (LRCX) Presents at 2026 Cantor Global Technology & Industrial Growth Conference Transcript
Blair William and Co. IL grew its position in shares of Lam Research Corporation (NASDAQ: LRCX) by 15.6% in the undefined quarter, according to the company in its most recent Form 13F filing with the
Agreement includes development of novel materials, advanced processes, and High NA EUV lithography techniques to enable future logic nodes ALBANY, N.Y. and FREMONT, Calif.
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