Lam Research announced a $3 billion investment over the next five years to expand its global R&D lab network, aiming to increase experiment capacity by over 50%. This expansion supports faster product development cycles and innovation in semiconductor technology, crucial for advancing AI-era chips with new architectures and materials. The company’s integrated labs across the US, Asia, and Europe enable continuous innovation and close collaboration with customers. Lam plans to start the expansion this year to maintain its leadership in semiconductor breakthroughs.
Global semiconductor equipment spending is set to rise 23.1% to $143.9 billion in 2026, driven by AI and advanced chip tech. However, Applied Materials' market share fell from 20.0% in 2024 to 17.9% in 2025, with only 1.0% revenue growth in H1 2026, ...
A $1,000 investment in Lam Research made 10 years ago grew to about $37,462 by October 2026, with dividends reinvested. The stock experienced three significant drops over 40%, testing investor patience, but long-term holders benefited from the compan...
