Lam Research Corporation Stock (LRCX) News, Forecasts & Analyst Outlook for Dec. 12, 2025: AI Chip Equipment Demand Meets New Competitive and Policy Risks
Lam Research Corporation (NASDAQ: LRCX) is ending the week near record territory after a powerful run that pushed the semiconductor equipment name back into the spotlight. On Friday, Dec. 12, 2025, shares dipped modestly in early trading as investors balanced bullish AI-driven wafer fab spending expectations against fresh reminders that geopolitics and new low-cost competitors could reshape the industry’s profit pool. As of 15:00 UTC (10:00 a.m. ET), LRCX traded at $166.56, down about 1.3% from the prior close, with a day range of $165.70–$168.50. Below is a detailed, publication-ready breakdown of today’s most relevant Lam Research stock news, plus