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Lam Research
Featured in 11 tracked stories · first seen
Situations
India semiconductor industry expansion
2 clusters · 36 sources · last updated
Latest: SEMICON India 2026: PM Modi inaugurates global semiconductor summit in New Delhi
India is expanding its semiconductor ecosystem through significant government approvals and industry engagement. The central government has approved 12 projects across six states, with investment commitments exceeding Rs
SEMICON Taiwan 2026: AI growth and chip diplomacy
11 clusters · 70 sources · last updated
Latest: Semiconductor industry sees record growth driven by AI and memory demand
The semiconductor industry continues its massive expansion driven by artificial intelligence infrastructure. Gartner forecasts that total worldwide semiconductor revenue will reach $1.6 trillion in 2026, representing a 9
Navitas and AMD AI-infrastructure growth
16 clusters · 81 sources · last updated
Latest: Broadcom and AMD see analyst interest amid AI infrastructure boom
In early July 2026, Navitas Semiconductor’s stock swung approximately 6% amid analyst price target increases and insider share sales. Two weeks later, Navitas reported unaudited Q2 2026 results featuring a 22% sequential
Lam Research expands R&D and reports growth amid AI demand
4 clusters · 25 sources · last updated
Latest: Lam Research and Montage Technology report growth amid AI chip demand
Lam Research has initiated a plan to invest more than $3 billion over five years to expand its global research and development lab network across the United States, Asia, and Europe. This expansion aims to increase exper
Lam Research earnings and corporate updates
2 clusters · 5 sources · last updated
Latest: Lam Research announces dividend hike and board retirements
In late July 2026, Lam Research disclosed its second‑quarter results, reporting earnings of $1.82 per share and revenue of $6.72 billion—both above analyst expectations. The company also announced a quarterly dividend of
AI-driven semiconductor industry growth
2 clusters · 3 sources · last updated
Latest: Photronics reports Q3 earnings beat amid AI semiconductor demand
Semiconductor equipment and component manufacturers are reporting strong financial performance driven by demand for artificial intelligence technology. In late July 2026, Lam Research reported record fiscal Q4 revenue o
US tech stocks swing amid AI demand
8 clusters · 60 sources · last updated
Latest: Applied Digital sees revenue surge amid AI data center boom
The semiconductor and AI infrastructure sectors continue to exhibit high volatility driven by massive demand for AI-related hardware. Applied Digital reported a significant revenue surge of 407% to nearly $260 million du
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[BUSINESS] · 2 sources ·