Lam Research Sees Sold-Out Chip Demand, Targets Capacity and AI Service Gains

Lam Research Sees Sold-Out Chip Demand, Targets Capacity and AI Service Gains

Lam Research (NASDAQ:LRCX) said it is prioritizing customer execution, capacity readiness and product-roadmap delivery as semiconductor equipment demand remains strong and customers seek tools sooner than the company can provide them. During a Goldman Sachs discussion with Senior Equity Analyst Jim

Lam Research Lifts 2026 WFE Outlook as AI Demand Strains Fab Capacity

Lam Research (NASDAQ:LRCX) executives said the semiconductor equipment industry remains constrained by available clean-room capacity despite a higher outlook for wafer-fabrication equipment spending, citing sustained artificial intelligence demand and a growing pipeline of new fabs. Speaking at the Citi Global TMT Conference, Executive Vice President and Chief Financial Officer Doug Bettinger said Lam had raised […]