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Lam Research breaks ground on AI chip lab in Oregon

Lam Research breaks ground on AI chip lab in Oregon

Key takeaway

  • Lam Research has broken ground on an AI chip R&D lab in Oregon.

  • The $3 billion investment will expand cleanroom space by over 50%.

  • The facility is expected to open in 2028.

3 Key Points

  1. What happened

    Lam Research has started construction on an R&D center in Tualatin, Oregon, as part of a $3 billion, five-year investment in its global lab network for advanced AI chips.

  2. Why it matters

    The 120,000-square-foot facility will boost cleanroom space by over 50% and create more than 400 jobs, raising Lam's Oregon workforce to over 11,000 and its annual economic contribution to over $1.8 billion.

  3. What to watch

    The lab is expected to open in 2028 and will support process development for customers including Intel and Micron Technology, with a separate $1.7 billion investment commitment in Tualatin through 2041.

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Context & Analysis

The groundbreaking comes amid a wave of U.S. semiconductor expansion. Arizona is hosting two of the country's largest chip manufacturing campuses, TSMC has made a further $100 billion U.S. investment, and Texas A&M has started a $226 million R&D facility. Lam's new lab is part of a planned multibuilding expansion at its Tualatin campus, which will be its largest investment in Oregon. The facility will support advanced deposition and etch process development, as well as materials science and hardware validation. Engineers will collaborate with customers on-site from ideation to deployment, aiming to compress product development cycles. The Washington County strategic investment program, approved recently, includes payments in lieu of property taxes. Lam's global network, spanning the U.S., Asia, and Europe, supports over 1 million experiments annually, and the new lab is expected to increase experiment capacity by more than 50% across the multisite expansion.

FAQ

When will the new lab open?
The facility is expected to open in 2028.
How much is Lam Research investing in Tualatin?
The company plans to invest $1.7 billion in Tualatin through 2041, pending approval by the Oregon Business Development Commission.
Which customers will use the lab?
Customers will include Intel, Micron Technology, and others.
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