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Lam Research reported record revenue and profitability for the September 2026 quarter, with operating margin topping 40% for the first time. The company’s preliminary 2027 wafer fabrication equipment outlook is for spending above $200 billion, with growth led by DRAM.
Alcoa reported third-quarter revenue of $3.7 billion and net income of $483 million, up from $407 million in the prior quarter. The company also reported increased aluminum production and six year-to-date production records.
Avient (NYSE: AVNT ) reported second-quarter financial results on Thursday. The transcript from the company's second-quarter earnings call has been provided below. APIs provide real-time access to earnings call transcripts and financial data. Visit to learn more. View the webcast at Summary Avient Corporation reported
Kaiser Aluminum (NASDAQ: KALU ) released second-quarter financial results and hosted an earnings call on Thursday. Read the complete transcript below. This transcript is brought to you APIs. For real-time access to our entire catalog, please visit for a consultation. The full earnings call is available at Summary Kaise
Three companies can manufacture the advanced memory required by Nvidia’s newest artificial intelligence processors. Only one has reportedly reached volume shipments with the densest configuration. Silicon Analysts’ latest supply-chain tracker shows SK hynix Inc. (NASDAQ: SKHY ) shipping a 48-gigabyte, 16-layer HBM4 dev