CEOInterviews.AI
Start App
Try: AI strategy tariffs earnings guidance layoffs interest rates growth

Timothy Archer

President and Chief Executive Officer, Lam Research

Search every verified Timothy Archer interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Timothy Archer, president and CEO of Lam Research, announced on August 26, 2026, that the company is investing $1.5 billion in Oregon to expand its chip research and development operations. Archer said the investment is intended to address demand driven by the AI buildout, noting that new AI models require more computational power, bandwidth, and storage, and that Lam Research focuses on semiconductor chip innovation to meet those needs. He described the company as being in the early stages of a large buildout and said the need for innovation persists regardless of market cycles. In late July 2026, following Lam Research's fourth-quarter earnings report, Archer said the company delivered record revenue, operating margin, and earnings per share, with sequential growth led by a doubling of NAND revenue. He stated that the results reflect an accelerating demand environment for semiconductors, particularly from AI-related chips. Archer also raised the company's calendar 2026 wafer fab equipment spending outlook to the low $150 billion range, up from a prior estimate of $140 billion, and said the September quarter revenue guide of $8.1 billion represents more than 20% quarter-on-quarter growth. He described 2027 as an "extraordinary setup" for WFE growth, citing customer demand visibility and multi-year fab project timelines.

Recent appearances

  • Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D

    Tim Archer, CEO of Lam Research, said that his company is investing over a billion dollars to stay ahead of AI buildout demand and the accelerating pace of AI innovation. Archer said that new AI models are demanding more computational power, bandwidth and storage and Lam Research is focused on semiconductor chip innovation to meet those needs. -------- Watch Bloomberg Radio LIVE on YouTube Weekdays 7am-6pm ET Saturday & Sunday 7am-10am ET WATCH HERE: http://bit.ly/3vTiACF Follow us on X:   / bloombergradio   Subscribe to our Podcasts: Bloomberg Daybreak: http://bit.ly/3DWYoAN Bl…

    Watch on YouTube ↗

  • Lam Research Corp ($LRCX) Q4 2026 Earnings Call

    ... afternoon everyone Welcome to the Lamb Research Quarterly earnings conference call With me today are Tim Archer president ...

    Watch on YouTube ↗

  • Lam Research Q4 FY26 Earnings Call | $LRCX | 🔴 WATCH LIVE

    Lam Research Corp (LRCX) — Q4 FY26 Earnings Call Live coverage with Benzinga. Q4 FY26 Results EPS: $1.82 (est. $1.68) — inline Revenue: $6.72B (est. $6.66B) — inline Reported: 2026-07-29 Recent Quarters Q3 FY26 (2026-04-22): EPS $1.47 vs est $1.36 · Rev $5.84B vs est $5.76B Q2 FY26 (2026-01-28): EPS $1.27 vs est $1.17 · Rev $5.34B vs est $5.24B Q1 FY26 (2025-10-22): EPS $1.26 vs est $1.22 · Rev $5.32B vs est $5.23B Q4 FY25 (2025-07-30): EPS $1.33 vs est $1.20 · Rev $5.17B vs est $5.00B About Lam Research Corp Lam Research is one of the largest semiconductor wafer fabrication equipment manu…

    Watch on YouTube ↗

  • Lam Research Corporation Q3 2026 Earnings Call | Revenue Hits $4.1B Driven By HBM And AI Chip Spend.

    Lam Research Corporation Q3 2026 Earnings Conference Call. If you find our work useful, please support us by purchasing a Super Thanks— it truly helps us a lot. #earningscall #StockMarketNews #conferenceCall Earnings Call | Earnings Conference Call | Earnings concall | concall | quarterly results | Stock News | Full Year results | Fiscal Year results | investment news | stock latest news If you want us to remove your company's earnings call or any other conference call, please reach out to [email protected].

    Watch on YouTube ↗

  • $LRCX Lam Research Q3 2026 Earnings Conference Call

    04/22/2026 Q&A: 23:21 Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker s…

    Watch on YouTube ↗

  • Lam Research Corporation Q2 2026 Earnings Call

    Lam Research Corporation Q2 2026 Earnings Conference Call. #earningscall #StockMarketNews #conferenceCall Q2 2026 ...

    Watch on YouTube ↗

  • $LRCX Lam Research Q3 2025 Earnings Conference Call

    10/22/2025 Q&A: 24:34 Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker s…

    Watch on YouTube ↗

  • $LRCX Lam Research Q4 2025 Earnings Conference Call

    07/30/2025 Q&A: 22:31 Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor ...

    Watch on YouTube ↗

  • $LRCX Lam Research Q3 2025 Earnings Conference Call

    04/23/2025 Q&A: 21:48 Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; and VECTOR plasma-enhanced CVD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for…

    Watch on YouTube ↗

  • Interview with Lam Research | FGC2023Singapore

    We had the pleasure of speaking with ‪@LamResearchCorp‬ leadership about their historic investment in FIRST Global and the importance of STEM education. Hear from Tim Archer, President & CEO, and Stacey MacNeil, CCO & Group Vice President ESG, in this segment from the official 2023 FIRST Global livestream. #fgc2023singapore

    Watch on YouTube ↗

  • Tim Archer, "Rewrite the Rules of What's Possible for Your Career and Technology" & Lam Alumni Panel

    On October 13, 2020, President and CEO of Lam Research, Tim Archer (B.S. Applied Physics, '89; Fleming) presented a very special KNI Distinguished Seminar on how to "Rewrite the Rules of What's Possible for Your Career and Technology" and then led a panel discussion with current Lam employees who are also Caltech alumni. In this talk, Tim discusses his journey from Caltech undergrad to CEO of Lam Research, a global Fortune 500 company that is driving breakthroughs in semiconductor manufacturing technology that are vital to producing nearly every advanced chip in the world today. Tim shares k…

    Watch on YouTube ↗

  • Micron Smart Manufacturing Panel with Lam Research and Singapore Economic Development Board

    Micron leads a rich exchange between Micron, Lam Research, and Singapore Economic Development Board on the importance of Smart Manufacturing as part of Industry 4.0 to capture data, gain insights, and as a result drive transformation in business processes and on the manufacturing floor for the next level of impact. Understand the journey and how to drive growth using the optimal combination of process, technology, and people which can be applied not only in Manufacturing but also across multiple functions across the organization and industries. Discussion is moderated by Martina Trucco, Seni…

    Watch on YouTube ↗

The summary and quote tags on this profile are produced with AI assistance from verified, first-person interview transcripts, then checked by our team to confirm the speaker's identity and the accuracy of every quote. See how we verify →