# Lam Research

> Markdown twin of https://roboterminal.app/companies/lam-research · https://roboterminal.app/companies/lam-research.md

## On shared sources

- [Applied Materials](https://roboterminal.app/companies/applied-materials) (4)
- [Intel](https://roboterminal.app/companies/intel) (2)
- [KLA](https://roboterminal.app/companies/kla) (2)
- [SpaceX](https://roboterminal.app/companies/spacex) (2)
- [TSMC](https://roboterminal.app/companies/tsmc) (2)
- [UBS](https://roboterminal.app/companies/ubs) (2)
- [Amkor](https://roboterminal.app/companies/amkor) (1)
- [Bloom Energy](https://roboterminal.app/companies/bloom-energy) (1)
- [ENF Technology](https://roboterminal.app/companies/enf-technology) (1)
- [Hanmi Semiconductor](https://roboterminal.app/companies/hanmi-semiconductor) (1)
- [HPSP](https://roboterminal.app/companies/hpsp) (1)
- [MaxLinear](https://roboterminal.app/companies/maxlinear) (1)
- [Meta](https://roboterminal.app/companies/meta) (1)
- [MiCo](https://roboterminal.app/companies/mico) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [MKS](https://roboterminal.app/companies/mks) (1)
- [Nova](https://roboterminal.app/companies/nova) (1)
- [Onto Innovation](https://roboterminal.app/companies/onto-innovation) (1)
- [Tesla](https://roboterminal.app/companies/tesla) (1)
- [Texas Instruments](https://roboterminal.app/companies/texas-instruments) (1)
- [Western Digital](https://roboterminal.app/companies/western-digital) (1)

## Pulse

- [@pequityresearch on X](https://x.com/pequityresearch/status/2113016058617716930)
  $LRCX: "For calendar year 2026, we expect WFEs in the mid-$150 billion range. Our preliminary 2027 WFE outlook is for more than $200 billion of spending, with percentage growth led by DRAM, followed b…
- [@smsehy on X](https://x.com/smsehy/status/2112908007856025923)
  Demanding Korean suppliers beat Chinese pricing while building 100,000 wafers per month misunderstands semiconductor supply economics. Wafer fab tools and pure chemical consumables are priced by yield…
- [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2112826478564171790)
  Elon Musk just put dates on Terafab. According to Reuters, Musk said on the SpaceX earnings call that Terafab's first working SRAM test chip is targeted for May or June 2027 at the research fab in Aus…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2112394879116431532)
  UBS: WFE suppliers are preparing for 30%+ annual growth for the foreseeable future, with parts of the supply chain being asked to support a potential $500B/year WFE market. $LRCX $AMAT $ONTO $KLAC $MK…
- [@pequityresearch on X](https://x.com/pequityresearch/status/2111874662041018791)
  Earnings season is back ‼️ Many AI names are reporting this week. Tuesday: $SPCX Wednesday: $META $LRCX $TXN Thursday: $NOK $BE $MXL $WDC
- [@pequityresearch on X](https://x.com/pequityresearch/status/2109631168886808926)
  UBS: CoPoS vs EMIB-T Supply Chain $AMAT $AMKR $KLAC $LRCX

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Source: Roboterminal · https://roboterminal.app/companies/lam-research.md