Core Insights - Lam Research Corporation (NASDAQ:LRCX) has experienced a significant stock rally, with a 137% increase last year and an additional 39% gain in January 2026, primarily driven by demand for CPUs that Intel is unable to produce in sufficient quantities [1] - The company is a leading provider of equipment for both CPU and memory chip manufacturing, positioning it to benefit from increased production efforts in the semiconductor industry [1] - Upcoming earnings reports from semiconductor capital equipment companies are anticipated to be strong, but the high stock valuations may lead to uncertain market reactions [1] Company Overview - Lam Research Corporation specializes in developing equipment for depositing, etching, and cleaning semiconductor materials, including systems for tungsten and copper metallization, plasma and atomic-layer deposition, dielectric and conductor etch, and wafer cleaning [2]

Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer recently looked at. Noting the stock’s parabolic move since September 2025, a caller asked if there is more room for it to go up or if it has reached the top. Cramer replied: Do you know that that’s got one great CEO in Tim Archer, and I am concerned. Tim was… he was so good when I sat down with him, when he came on the show, he told a great story. I’m not going to be against it. I actually think that you can buy some, but the market’s ...

Lam Research Corporation (NASDAQ:LRCX) is one of the S&P 500 and Nasdaq-100 stocks Jim Cramer commented on. Cramer showed optimism around the company, as he commented: “Finally, at eighth place is another one I like so much, Lam Research, up 137%. That’s a semiconductor capital equipment maker. That is who the memory companies call when they need to have more capacity because prices are going up. And this one had a huge move today, by the way, up more than 5%.” Stock market data. Photo by Alesia Kozik ...