LRCX Lam Research Corporation

Lam Research Corporation Announces Participation at Upcoming Conference

Lam Research Corporation Announces Participation at Upcoming Conference

FREMONT, Calif., Aug. 25, 2022 (GLOBE NEWSWIRE) -- Lam Research Corp. (Nasdaq: LRCX) today announced that Doug Bettinger, Executive Vice President and Chief Financial Officer, will participate in the following upcoming investor event:

Evercore ISI 2nd Annual Technology Conference, September 7, 2022 at 7:15 a.m. Pacific Time (10:15 a.m. Eastern Time)

A live audio webcast of this presentation will be available to the public and can be accessed from the Investors’ section of Lam’s website at . A replay of the audio webcast will be available for two weeks after the presentation date.

About Lam Research

Lam Research Corporation (NASDAQ: LRCX) is a global supplier of innovative wafer fabrication equipment and services to the semiconductor industry. Lam’s equipment and services allow customers to build smaller and better performing devices. In fact, today, nearly every advanced chip is built with Lam technology. We combine superior systems engineering, technology leadership, and a strong values-based culture, with an unwavering commitment to our customers. Lam Research is a FORTUNE 500® company headquartered in Fremont, California, with operations around the globe. Learn more at (LRCX-F).

IR Contact:

Ram Ganesh

Investor Relations

(510) 572-1615

Source: Lam Research Corporation, (Nasdaq: LRCX)



EN
25/08/2022

Underlying

To request access to management, click here to engage with our
partner Phoenix-IR's CorporateAccessNetwork.com

Reports on Lam Research Corporation

Pierre FerraguÊ
  • Pierre FerraguÊ

Bible 3Q25 – Semicap: Cautious on 2026; not the right AI play.

Today, we are publishing the Semicap Equipment section of our 29th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Automotive, Hyperscale & Cloud, Telecom Equipment, Industrials, PCs, Enterprise IT, and Foundry. 3Q25 semicap revenues were flat QoQ, with China up...

Pierre FerraguÊ
  • Pierre FerraguÊ

How much WFE is required to produce a 1 GW datacenter?

As a follow up to our cheat sheet summarizing the cost structure of a 1GW datacenter, we estimate today on a single slide WFE required to produce semiconductors for a 1 GW datacenter, with our usual important caveat: WFE spending is driven by the growth of production capacity. In other words, one spends once on WFE to build a 1GW datacenter many times over.

Pierre FerraguÊ
  • Pierre FerraguÊ

LAM 1FQ26: China and HBM drive beat. Maintain cautious view on 2026. $...

LAM reported 1FQ26 last night. Please click the link for our take on the print.

Pierre FerraguÊ
  • Pierre FerraguÊ

Semicon West: 2026 outlook? Does AI drive growth? DRAM architectures? ...

Last week we attended the 2025 edition of the Semicon West conference, the key event for investors focused on the semiconductor equipment market. Over two days we hosted more than a dozen meetings with companies across the semiconductor value chain. Here are our key takeaways.

Pierre FerraguÊ
  • Pierre FerraguÊ

Does the Semicap rally have legs? Downgrading ASML to Neutral

The outlook for AI spending has strengthened in recent months, driving a rally in Semicap stocks. Our forecast embeds AI capex tripling by 2030, requiring ~$130bn of cumulative WFE spending, but driven by the first-order derivative of AI deployments, i.e. peak acceleration this year and peak spending next year; a trajectory in expectations already and resulting in a weak outlook beyond 2026. With near-term uncertainty, limited upside to 2026 forecasts, and valuations 2–12 turns above historic ...

ResearchPool Subscriptions

Get the most out of your insights

Get in touch