Lam Research just had the best quarter in its history. Revenue for the three months to September 27, 2026 came to $8.22 billion, up 22 percent from June and 54 percent from a year earlier. Non-GAAP gross margin hit a record 52.4 percent, operating margin cleared 40 percent for the first time, and non-GAAP EPS of $2.20 beat the $2.18 consensus. The stock fell almost 12 percent … [Read more...] about Lam Research LRCX Books a Record $8.22 Billion Quarter as China Supplies Three Quarters of the Jump