Lam Research Corporation (NASDAQ:LRCX) is on Jim Cramer’s radar. The American semiconductor manufacturing equipment provider’s shares are up by 194% over the past year and by 20% year-to-date. Goldman Sachs and Mizuho raised the firm’s share price targets due to factors driving the semiconductor industry’s narrative in 2026. Cramer highlighted the firm’s production expansion need.

According to Jim Cramer, Lam Research (LRCX) has a shortage that can’t be met. The semiconductor capital equipment company’s stocks are up by 33% since the year began. While LRCX shows potential as an investment, some AI stocks may offer higher returns with limited downside risk.

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Read more at Yahoo Finance: Lam Research (LRCX) Has a Shortage That Can’t Be Met, Says Jim Cramer