Lam Research
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. Lam holds the top market share in etch and holds the clear second share in deposition. It is more exposed to memory chipmakers for DRAM and NAND chips. It counts as top customers the largest chipmakers in the world, including TSMC, Samsung, Intel, and Micron.www.lamresearch.com
62
MENTIONS
44
EPISODES
29
PODCASTS
Search complete. 62 mentions across 44 episodes found for "Lam Research".
Sep 11, 2026
Steve EismanHOST
"In this knife fight, you want to be the one selling the knives.
Steve EismanHOST
Upstream semiconductor suppliers such as ASML, KLA, LAM Research, and Applied Materials, together with memory suppliers such as Micron and SK Hynix, they benefit regardless of whether the winner is NVIDIA, a hyperscaler, an AI lab, or some architecture we haven't seen yet.
Steve EismanHOST
A second-order effect is that all this competition should drive the cost of inference and models sharply lower.
Steve EismanHOST
Lower prices should stimulate usage, which in turn drives greater demand for compute, memory, and semiconductor manufacturing capacity.
Scott WapnerHOST
You're bullish on a lot of the chip names that play right into the momentum space.
Scott WapnerHOST
TSM, Micron, Broadcom, we just mentioned obviously Nvidia, uh, Lam Research, SanDisk, for example.
Scott WapnerHOST
Where, where do you think the momentum trade goes from here?
Doug ClintonGUEST
I think it'll start working again.
Eric BleekerHOST
Many of those names are things that investors would likely know.
Eric BleekerHOST
But you continue down the list and you've got Lam Research.
Eric BleekerHOST
KLA Corp.
Eric BleekerHOST
Applied Materials.
Eric BleekerHOST
But where we're going to be looking in the future is we are small enough that this shrinking capability is going to be less of the progression of chip capabilities and how you actually – package chips again how you how close you put things to compute die how you're able to stack memory all of these areas is going to increasingly become the driver so the companies with expertise in how to do this packaging are going to be the biggest winners and also it allows some new entrance into the space so you're going to be able to see companies that have their new kind of niche areas that they dominate in establish themselves.
Eric BleekerHOST
And as I showed, saying that three of the top 15 stocks across the past 15 years, each with 5,000% returns or above, are semiconductor or equipment companies, we could see the birth of of some of the new winners here.
Eric BleekerHOST
So some of the stocks I really like here that are in our portfolio, Onto Innovation, Camtech, a larger one that may be less upside, but less risk would be a Lam Research.
Eric BleekerHOST
And again, as we come into, you know, 2027, 2028, and it becomes clear how much more of the semiconductor equipment is needed to be able to build out The ambition around how big these data centers are, I think the growth rates for these companies is going to be significantly in excess of what Wall Street expects.
Justin KleinHOST
That is a tech company in South America.
Justin KleinHOST
Lumensum Holdings, AMD, Lamb Research, Comfort Systems, Caterpillar, Palantir, etc.
Justin KleinHOST
Those are some of the top 10 names.
Justin KleinHOST
What they all have in common is they have very high volatility, which means that when you sell call options, you're getting high premiums.
ColinHOST
That was my big home run.
ColinHOST
I'm up 10 times on Lam Research at, uh, I was at a point before the pullback.
ColinHOST
I'm up six times on Caterpillar.
ColinHOST
Those are the little home runs that really add up.
20 MINS LATER
ColinHOST
Um, a- and I'm not buying anything or, or even selling anything.
ColinHOST
If anything, I'll try to take a little profit somewhere if I can.
ColinHOST
But, uh, I, I think I took all the profits I wanted to, which it was a little bit in, in Lam Research and, um, Palantir like two weeks ago.
ColinHOST
All right, guys.
Derek MooreHOST
But then when we look at the names, well, no surprise.
Derek MooreHOST
Top 10, Micron, Nvidia, Broadcom, J&J, Google, AMD, Lam Research, Exxon, SanDisk, Intel.
Derek MooreHOST
Like, yeah, those stocks have done pretty well, and you compare that to the top 10 in, you know, the normal, let's say, and I realize the weighting's different and stuff, but the momentum names, yeah, they've done well.
Derek MooreHOST
But, you know, if, to me, if you thought there was gonna be a downturn, I'm not saying there is, momentum's probably the, the first thing, that's the first, uh, chip to fall, dice to fall, domino to fall.
David KohnHOST
Okay.
David KohnHOST
And, you know, we talked a little bit about Alphabet, and you did mention Mastercard and, uh, you know, the other company I think I saw that was Lam Research.
David KohnHOST
And, you know, these are all different businesses, you know, very, very different.
David KohnHOST
You know, aside from, you know, some of the things you were looking in terms of cash flow, is there other common characteristics you see in the three of them that would explain why they're all such significant pieces, or are they all kind of just winners in terms of market appreciation?
DerekHOST
But still, you can't argue with 57 years of dividend growth.
DerekHOST
Lam Research, ticker symbol LRCX, hiked its dividend by 26.7%.
DerekHOST
I mean, that is quite a strong dividend hike from a quality company, I would say.
DerekHOST
Vici Properties hiked its dividend by 2.2%, which is quite low, but expected.
Martin ShkreliHOST
What tariffs do they do backwards? Not that important of a country, I guess.
Martin ShkreliHOST
I mean, ASML, LAM Research, any semi-cap equipment.
Martin ShkreliHOST
But that doesn't, I don't think Trim gives a, so yeah.
Martin ShkreliHOST
I don't want to short Hynex, but you know, it's ADR, American Depository or C. Keith misses the NVIDIA earnings and the big drawdowns last week.
Mike SantoliHOST
I mean, obviously, the application layer and, you know, kind of this idea of how we're going to access.
Mike SantoliHOST
By the way, as we're talking about how yesterday was all about the software, leaders of the S&P this morning, SanDisk, Seagate, Applied Materials, Lamb Research, Western Digital, Teradyne, Micron.
Mike SantoliHOST
So we're back to hardware.
Mike SantoliHOST
And so that's the toggle that's been in place.
34 more episodes mention Lam Research.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.