SYSTEM OPTIMAL
LATENCY: 12msALERT: HBM3E SUPPLY CONSTRAINED
07:58:48 UTC

Company Detail

Lam Research (LRCX)

Live scores, intel, and hardware footprint for LRCX.

RSS for LRCX
AI HARDWARE NASDAQ NMS - GLOBAL MARKET

Lam Research

LRCX$199.3B Cap
$350.20
-0.34%

Alpha Velocity

CURRENT ALPHA:69.5

Signal Drivers (24h)

CONFIRMED

Samsung says memory chip demand will drive 19-fold jump in its operating profit

6h agoImpact: 36
BREAKING

Nvidia's Kyber rack for Rubin Ultra reportedly delayed to 2028, stopgap solution also axed due to customer pushback — Analyst firm SemiAnalysis says PCB midplane problems led to the delay

18h agoImpact: 26

Deal Activity (12mo)

SUPPLY AGREEMENTREPUTABLE_NEWS
7/4/2026

AI server demand to strain supply chains and components through 2027

4sysops.com
CAPACITY RESERVATIONREPUTABLE_NEWS
with US Government / Arizona
$20.0B7/3/2026

TSMC wins approval for US$20 billion Arizona expansion

Digitimes
OTHERREPUTABLE_NEWS
with South Korea Government / Regional Semiconductor Consortium
7/1/2026

South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem

Digitimes
SUPPLY AGREEMENTREPUTABLE_NEWS
6/30/2026

Samsung, SK Hynix step up CO₂ buying as supplies tighten

Digitimes
OTHERREPUTABLE_NEWS
with Techzone
6/28/2026

Techzone targets semiconductor ESG waste treatment market

Digitimes
OTHERREPUTABLE_NEWS
with India (Government)
$67.0B6/28/2026

Japan has reaffirmed its commitment to invest 10 trillion yen in India over the next decade

The Sentinel Assam

Alpha DNA

Financial Vitals

Revenue (TTM)
$18.4B
R&D Intensity
11.4%
Operating Margin32.0%
Fiscal: 2025 FY

Valuation Reality

P/S Ratio
10.8x
FCF Yield
0.00%

Earnings Intelligence

No upcoming earnings scheduled.
Data from Finnhub

Research Output

Papers (90d)
0
Papers (1yr)
0
Top Venue Publications0
Citations (1yr)0
Data from OpenAlex • 7/6/2026

Scholarly Research

No scholarly research data available yet. Scholarly fetch runs every 48 hours.

Social Narrative

Mentions (24h)
0
Unique Authors
0
Attention Score0
Credibility Score0
Price Coupling-26
Data from xAI Grok • 5/30/2026
CIK0000707549
Shares Out1256M
IndustrySemiconductors