Lam Research Stock Is Up 114% So Far in 2026. This AI Infrastructure Stock Is Far From Finished.
β’ Lam Research has seen its stock price surge 114% so far in 2026, driven by the accelerating spending cycle for AI infrastructure. β’ The company is leveraging a strong financial position to expand, investing $332 million in the March quarter for a second manufacturing facility in Malaysia and U.S.-based lab investments. β’ This growth is significant as it reflects the increasing demand for semiconductor equipment necessary to power AI technologies.
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