# Lam Research expands R&D and reports growth amid AI demand

> Live situation record from CLSTR: https://clstr.news/situations/lam-research-global-rd-investment-expansion
> Updated: 2026-09-01T17:07:56.000Z. Sources: 25. Developments: 4.

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 experiment capacity by over 50% and accelerate product development cycles for major memory producers such as Micron Technology, Samsung Electronics, and SK hynix.

In the United States, the company has broken ground on a new 120,000-square-foot R&D facility in Tualatin, Oregon. Located in the Silicon Forest, the project will increase cleanroom lab space at the existing Tualatin center by more than 50%, focusing on advanced logic, memory, and packaging tools for high-performance computing and AI workloads.

Driven by demand for AI-capable logic and memory chips, Lam Research reported significant growth in fiscal year 2026, with revenue reaching $22.23 billion—a 26% increase—and net profit rising 35.6% to $7.27 billion. Consequently, management has raised its 2026 forecast for global wafer fabrication equipment investment to approximately $140 billion, representing 27% year-over-year growth.

In the broader interconnect chip sector, Montage Technology also reported strong results, with revenue increasing 26.7% year-over-year to 3.335 billion yuan. The company has introduced CXL 3.2 MXC chips to manufacturers including Samsung and SK hynix and expects to complete engineering sample tape-outs for PCIe Switch chips within the year to support AI acceleration.

## Timeline

### 2026-09-01: Lam Research and Montage Technology report growth amid AI chip demand

Lam Research reports strong FY2026 growth driven by AI semiconductor demand, while Montage Technology advances CXL 3.2 chips with Samsung and SK hynix.

8 sources. https://clstr.news/cluster/liberty-energy-cfo-sells-stock-as-lam-research-reports-ai-driven-growth

### 2026-08-26: Lam Research breaks ground on new AI chip R&D lab in Oregon

Lam Research has begun construction on a 120,000-square-foot R&D lab in Tualatin, Oregon, as part of a $3 billion global expansion to accelerate the development of advanced AI semiconductor technology.

7 sources. https://clstr.news/cluster/lam-research-breaks-ground-on-new-ai-chip-rd-lab-in-oregon

### 2026-08-15: Lam Research to invest $3 billion in global R&D lab expansion

Lam Research will invest over $3 billion to expand its global R&D lab network, aiming to increase experiment capacity by 50% to support advanced semiconductor and AI chip innovation.

2 sources. https://clstr.news/cluster/lam-research-to-invest-3-billion-in-global-rd-lab-expansion

### 2026-08-13: Lam Research to invest $3B in global R&D and expand Singapore workforce

Lam Research will invest over $3 billion in global R&D labs to boost experiment capacity by 50% and plans to add 200 technical roles in Singapore to meet rising AI chip demand.

12 sources. https://clstr.news/cluster/lam-research-to-add-200-semiconductor-roles-in-singapore

---
Cite as: Lam Research expands R&D and reports growth amid AI demand. CLSTR, https://clstr.news/situations/lam-research-global-rd-investment-expansion