Lam Research reported a record fiscal Q1 2027 with revenue and earnings beating estimates, but its stock fell 9% after the CFO warned that supply chain constraints will limit growth in the December quarter. This caution affected the broader semiconductor sector, with Applied Materials and ASML Holding also seeing share declines. The supply bottleneck caps what could have been even higher revenue, and investors will watch closely to see if these constraints ease in the next quarter. Demand remains strong, driven by AI and advanced packaging, but near-term supply limits pose risks to growth.
Lam Research's shares dropped 10.47% to USD 233.50 on Pluang as of Oct 22, 2026 22:02 WIB, trading closer to its 52-week low of USD 139.59 than its high of USD 433.33. Applied Materials also fell 7.22% to USD 379.41, far below its 52-week peak of USD 723.00. In contrast, ASML Holding's decline of 5.21% to USD 1,589.32 keeps it nearer to its 52-week high of USD 1,990. These moves highlight varied investor responses within the semiconductor sector amid supply constraints.
Lam Research reported a historic 40% operating margin and record revenue of $8.22 billion for the September quarter, beating earnings expectations. Despite this strong performance, shares fell nearly 8% in after-hours trading due to a cautious Decemb...
Lam Research reported better-than-expected earnings, but the positive news failed to ease investor concerns about potential cuts in semiconductor spending. This triggered a broad sell-off in major chip stocks, especially those linked to AI technology...
Lam Research reported strong Q3 2026 results with $8.22 billion in revenue, a 22% increase from the previous quarter, and a diluted EPS of $2.19 under U.S. GAAP. The company achieved a 52.3% gross margin and 40.0% operating margin, reflecting operati...
Lam Research will announce its Q1 earnings on October 21, 2026, with analysts expecting $2.18 EPS and $8.14 billion in revenue. The company has a strong history of beating earnings estimates, with an average surprise of nearly 8% in the last two quar...
The Corgi Lithography & Semiconductor Photonics ETF (EUV) is still recommended as a Buy due to strong demand for 2-nanometer technology, advanced lithography, and automation in semiconductor manufacturing. Key holdings like TSMC, ASML, and Lam Resear...
