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Live Updates Live Coverage Updates appear automatically as they are published. Earnings Conference Call Highlights 11:58 am Market Backdrop: AI as key growth driver for logic (capacity on leading nodes) and memory (HBM/DDR5 transitions). China revenue moderating to backlog proportion (~25%+). Customers adding ~30% EUV capacity YoY. Increasing EUV layers in advanced DRAM for process simplification. Uncertainties: Macro/geopolitical developments (e.g., tariffs) causing customer caution; Direct tariff impact limited (working with suppliers/customers); Indirect via GDP/demand harder to quantify. Some customers facing specific challenges affecting capex timing. Backlog adjustment (€1.4B) due to 2024 China controls. Technology Progress: Low-NA EUV: Strong momentum; NXE:3800E enabling more EUV use in DRAM. High-NA EUV: First EXE:5200B shipped/installed (175+ wafers/hour, ~60% productivity gain over EXE:5000); Maturing for HVM; Enables single-exposure vs. multi-patterning, reducing costs and
Jim Cramer breaks down why he's keeping an eye on shares of Lam Research.
FREMONT, Calif. , July 9, 2025 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, July 30, 2025, beginning at 2:00 p.m.
Lam Research (NASDAQ: LRCX), a prominent supplier of equipment for chip fabrication, is poised to gain from the increasing capital expenditures driven by the burgeoning generative artificial intelligence industry. While AI leader Nvidia (NASDAQ: NVDA) grabs attention with its stock price soaring more than 3 times over the last two years and its valuation approaching $4 trillion, less known companies like Lam play an essential role in the manufacturing of the AI chips that Nvidia markets.
My Top 15 High-Growth Dividend Stocks outperformed SPY and VIG in June, gaining 6.15% versus SPY's 5.14% and VIG's 3.41%. The list's year-to-date return is 12.59%, beating SPY every month in 2025, though still a bit short of my 12% annualized target. The July 2025 Top 15 stocks offer a 1.38% average dividend yield with an 18.78% 5-year dividend growth rate and are 23% undervalued.
Jim Cramer breaks down why he's keeping an eye on shares of Lam Research.
The stock market has recovered nearly all the losses that were sparked by fear of a new trade war. The benchmark S&P 500 index finished June 25 less than a percentage point below its all-time high.
Lam Research rides DRAM and NAND momentum on the back of tech conversions and AI chip demand.
Lam Research exceeded expectations in Q3 FY25, driven by strong demand for its ALTUS Halo and Akara systems and operational excellence from its 'Close to the Customer' strategy. Financial results were robust: revenue up 24% YoY, record gross margins, expanding operating margins, and strong cash flow, supporting continued buybacks and dividends. Valuation remains attractive with a low PEG ratio, secular AI-driven tailwinds, and solid shareholder returns, despite some near-term risks from China exposure and DRAM market uncertainty.
LRCX climbs 25.3% YTD as AI and data center demand boost growth, while its valuation stays appealing.