Director

President and CEO

Senior Vice President

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.

Institution	Shares	Value	Change
BlackRock	132,727,776	$57.5B	DECREASED
Vanguard	131,525,283	$57.0B	INCREASED
State Street	60,704,130	$26.3B	INCREASED
Invesco Ltd	52,319,973	$22.7B	INCREASED
JPMorgan Chase	45,317,479	$18.6B	INCREASED

Insider	Type	Shares	Value	Date
Bethany Mayer (Director)	SELL	9,557	$3M	2026-09-09
Timothy Archer (President and CEO)	EXERCISE	30,000	$901K	2026-09-09
Timothy Archer (President and CEO)	SELL	30,000	$10M	2026-09-09
Seshasayee Varadarajan (Senior Vice President)	EXERCISE	27,480	$825K	2026-09-02
Seshasayee Varadarajan (Senior Vice President)	EXERCISE	12,270	$735K	2026-09-02

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