Lam Research Corporation (NASDAQ:LRCX) is one of the stocks Jim Cramer talked about, along with the memory shortage. Cramer highlighted the reason for the stock’s tremendous rally in 2025 and to date in 2026, as he remarked: Again, as with Taiwan Semi, this isn’t about memory chips. In this case, it’s CPUs that Intel can’t make enough of. That means more business for the capital equipment makers, especially Lam Research. CPUs are their bread and butter. Lam’s also one of the leading providers of the type ...