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Lam Research10-Q: Capacity constraint

Lam Research increases H1 capital expenditures by 49% YoY to $446M, signaling capacity expansion.

Read at SEC EDGAR

What happened

The significant year-over-year increase in capital spending suggests Lam Research is actively expanding its manufacturing or R&D facilities to overcome production bottlenecks or meet future demand.

Source

SEC EDGARJan 29, 2026

Quarterly report (Form 10-Q)

Lam Research 10-Q

Filing excerpt

CASH FLOWS FROM INVESTING ACTIVITIES: Capital expenditures and intangible assets (446,000) (298,937)

sec.gov/Archives/edgar/data/707549/000070754926000009/lrcx-20251228.htmRead the full source

Other signals in this filing (9)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Capacity constraint

What this signalsFilings often name leadership changes, deals and spending plans.

Filed
Jan 29, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$446M (Capital expenditures and intangible assets for the six months ended December 28, 2025)
Percent
49% (Year-over-year increase in H1 capital expenditures compared to $298.9M in the prior year period)

Details

CIK
707549
Accession number
0000707549-26-000009
Timeframe
Current year
Filing year
2026
Fiscal year
0
Why it matters
Scaling solutions needed
Signal category
Operations

Extraction

Confidence
High
Relevance
80%
Sentiment
Positive
Detected
Feb 3, 2026
signal_type
sec-10q
signal_subtype
capacityConstraint

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
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Show the full JSONThe record on this page and the API request

GET /v1/signals/1a76b00e-829c-4aa2-8469-bd41ae83de45 returns this record as JSON. POST /v1/companies/enrich returns every signal for lamresearch.com.

{
  "signal_id": "1a76b00e-829c-4aa2-8469-bd41ae83de45",
  "signal_type": "sec-10q",
  "signal_subtype": "capacityConstraint",
  "detected_at": "2026-02-03T08:36:16.876+00:00",
  "company": {
    "name": "Lam Research",
    "domain": "lamresearch.com"
  },
  "data": {
    "detail": "The significant year-over-year increase in capital spending suggests Lam Research is actively expanding its manufacturing or R&D facilities to overcome production bottlenecks or meet future demand. This creates opportunities for vendors in construction, industrial equipment, and operational technology.",
    "metrics": {
      "pct": 0.49,
      "timeframe": "current_year",
      "pct_context": "Year-over-year increase in H1 capital expenditures compared to $298.9M in the prior year period",
      "dollar_context": "Capital expenditures and intangible assets for the six months ended December 28, 2025",
      "dollar_millions": 446
    },
    "summary": "Lam Research increases H1 capital expenditures by 49% YoY to $446M, signaling capacity expansion.",
    "excerpts": "CASH FLOWS FROM INVESTING ACTIVITIES: Capital expenditures and intangible assets (446,000) (298,937)",
    "relevance": 0.8,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/707549/000070754926000009/lrcx-20251228.htm",
    "filing_date": "2026-01-29",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Scaling solutions needed",
    "signal_category": "operations"
  }
}

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