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Barometer Capital Management: Lam Research (LRCX) benefits from memory expansion driven by AI accelerators
Barometer Capital Management, in its Q2 2026 investor letter, highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The firm stated that Lam Research, as a key supplier of memory chip manufacturing equipment, is benefiting from the strong run in memory semiconductors, as memory makers ramp up capacity to meet demand for high-bandwidth memory required by AI accelerators. Lam Research shares closed at $315.84 on September 9, 2026, up 173.27% over the past year, with a market capitalization of $395.21 billion.
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