Lam Research stock (US5128071082): Form 144 filing signals planned sale of 59,490 shares

Lam Research (NASDAQ: LRCX) filed a Form 144 on May 14, 2026, disclosing a proposed sale of 59,490 shares by an insider via option exercises, amid a market cap of nearly $370 billion.

Lam Research Corporation, a leading supplier of semiconductor wafer fabrication equipment, filed a Form 144 with the SEC on May 14, 2026, indicating a planned sale of 59,490 shares. The filing details three option-originated lots totaling 21,220 shares (granted 03/01/2024), 28,140 shares (03/01/2023), and 10,130 shares (03/01/2022), to be sold in cash transactions through Fidelity Brokerage Services LLC on Nasdaq, according to StockTitan as of 05/14/2026. Form 144 filings are standard notifications for proposed sales of restricted or large-block shares by insiders.

As of: 14.05.2026

By the editorial team – specialized in equity coverage.

At a glance

• Name: Lam Research Corporation
• Sector/industry: Computer and Technology / Semiconductor Equipment
• Headquarters/country: Fremont, California, USA
• Core markets: United States, China, Korea, Taiwan, Japan, Europe
• Key revenue drivers: Wafer fabrication equipment, thin film deposition, etch, cleaning systems
• Home exchange/listing venue: Nasdaq (LRCX)
• Trading currency: USD

Lam Research: core business model

Lam Research designs, manufactures and services semiconductor processing equipment used in integrated circuit fabrication. The company provides systems for thin film deposition, plasma etch, wafer cleaning and related modules, serving chipmakers worldwide. Founded in 1980 and headquartered in Fremont, California, Lam employs about 19,000 people, according to MarketBeat as of 05/14/2026.

Main revenue and product drivers for Lam Research

Revenue stems primarily from equipment sales for deposition (e.g., ALTUS systems), etch (e.g., Kiyo, Flex) and clean (e.g., Da Vinci, SP Series). Key markets include advanced logic, memory and foundry chips, with exposure to AI-driven demand. Net income reached $5.36 billion on 30.94% margins for the trailing period published on MarketBeat as of May 2026.

Industry trends and competitive position

The semiconductor equipment sector benefits from surging AI chip demand, with Lam holding strong positions in etch and deposition against peers like Applied Materials and ASML. US investors track Lam for its role in domestic chip production ramps under CHIPS Act incentives.

Why Lam Research matters for US investors

As a Nasdaq-listed leader in semi equipment, Lam offers US investors exposure to global chip supply chains, including US fabs from Intel, TSMC and Samsung. Its California base and CHIPS Act ties enhance relevance amid domestic manufacturing pushes.

Conclusion

The recent Form 144 filing highlights routine insider activity at Lam Research, a key player in semiconductor equipment with robust financials and AI tailwinds. Shares trade amid a $369.80 billion market cap and Moderate Buy consensus, per MarketBeat data as of May 2026. Investors monitor such disclosures alongside sector dynamics.

Disclaimer: This article does not constitute investment advice. Stocks are volatile financial instruments.