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.
Lam Research shares have surged nearly 34% after a sharp drop, driven by a $3 billion increase in R&D spending over five years to advance semiconductor etching technology. This investment aims to keep the company at the forefront of next-generation c...
Applied Materials reported record fiscal Q3 revenue of $9.1 billion and EPS of $3.50, beating expectations with strong growth in semiconductor systems and DRAM revenue. However, shares fell 5.7% premarket as Q4 revenue and margin guidance, while stro...
Semiconductor equipment stocks climbed following SanDisk's 2026 Investor Day, where it projected mid-to-high teens revenue growth and strong margins through 2030, signaling sustained memory capital spending. SanDisk's contracts with major customers a...
Jim Cramer's CNBC call highlights the top five semiconductor companies driving AI-related growth. NVIDIA tops the list with 85% revenue growth and strong margins, projecting $91 billion revenue next quarter and an $80 billion buyback. AMD follows wit...
Lam Research and NY Creates have launched a collaboration to train around 3,500 engineering students in semiconductor process integration over five years using Lam's SEMulator3D virtual fabrication software. This program addresses the semiconductor i...
