Lam Research posted record revenue of $8.22B, up 54% year over year, with gross margin at 52.4% — the highest in 20 years. Then one sentence from the CFO about supply chain constraints sent shares plunging 11.8% in a single day, dragging the chip index down 6.7%. Demand is not the problem — Lam says chip-equipment spending will top $200B in 2027. It simply cannot ship fast enough to meet it.
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Record numbers, brutal reaction. Lam Research hit $8.22B in revenue (+54% YoY) with a 20-year-high 52.4% gross margin — yet one CFO line about supply chain constraints knocked 11.8% off the stock in a day. With chip-equipment spending headed above $200B in 2027, is this a warning sign or a buying opportunity?