Lam’s New Logistics Hub Built for Velocity, Resilience, and AI-Era Growth

Lam Research has opened its largest U.S. warehouse, a 470,000-square-foot logistics and supply chain hub
Investment strengthens Lam’s U.S. footprint and supports faster, more resilient operations for customers
Warehouse workers are supported by an automated storage and retrieval system for improved inventory flow, throughput, and space utilization, cutting retrieval time to less than 30 seconds

Lam Research has opened its largest U.S. warehouse, a 470,000-square-foot logistics hub designed to strengthen the semiconductor supply chain and support demand for AI-enabled technologies.

Located in Livermore, California, the facility helps to improve Lam’s ability to move critical parts, absorb shifts in demand, and support customers with greater speed and predictability.

The facility is more than 10 acres (4.4 hectares) under one roof, roughly the size of eight football fields—enough room to park 2,000 cars—with inventory retrieval times 12x faster than current systems.

For Lam, this velocity is not only about moving parts faster. It is about building an operating model that can scale and adapt reliably when customer needs shift.

Man speaks at podium in front of seated audience

Karthik Rammohan, Lam Senior VP, speaks at the Livermore, CA, warehouse opening ceremony on Sept. 28.

“This warehouse demonstrates Lam’s commitment to investing in the U.S. as part of our global operations strategy,” said Karthik Rammohan, Lam Senior VP of Global Operations and Enterprise Solutions, at the opening ceremony. “We have centralized Lam's California logistics operations into one hub so we can move faster, plan better, and respond to our customers with the speed and accuracy they expect.”

“That is what resilient operations look like in practice, and that is what our customers need from us right now,” he said.

Lam’s Major Investment in the U.S. Semiconductor Supply Chain

Two men holding up certificate of recognition

State Senator Jerry McNerney presents Lam Research with a certificate of recognition by the state of California for Lam’s contribution to advanced manufacturing infrastructure, local job growth, and supply chain resilience.

Lam celebrated the warehouse opening at a September 28 ribbon-cutting ceremony with Karthik Rammohan, Lam Senior VP; State Senator Jerry McNerney; Livermore Mayor John Marchand; and Katie Marcel, CEO of Innovation Tri-Valley, along with employees and DHL partners, who will help operate the site.

The new warehouse reinforces Lam’s long-standing presence in California’s semiconductor ecosystem. It is expected to support more than 200 jobs by 2027 and complements the company’s network of R&D, manufacturing, logistics, and office space across northern California.

The location also provides access to Silicon Valley’s deep talent pool, established suppliers, and the broader semiconductor ecosystem.
This warehouse will serve Lam’s high-volume manufacturing plant in Livermore, along with the pilot product development at world-class labs at the company’s nearby Fremont headquarters.

Building Operational Velocity at Scale

An important aspect of the Livermore facility is it centralizes Lam’s California logistics operations into one strategic location.

“With all operations under a single roof, we can create a more agile and efficient operation,” says Troy Rainey, director of Lam’s U.S. Warehouse Operations. “This enables us to rapidly reallocate resources as demand and business priorities shift, while eliminating the costs and inefficiencies associated with moving people and materials between multiple facilities.”

That flexibility matters in a market where customers need suppliers that can respond quickly to changing build plans, technology ramps, and demand signals. An adjacent metrology laboratory further strengthens Lam’s outbound delivery responsiveness and regional R&D support.

Warehouse Automation Powers Faster Inventory Retrieval

At the heart of the facility is a 40,000-square-foot automated storage and retrieval system with 15 robots that shorten part retrieval time from 6 minutes to less than 30 seconds.

The system consists of approximately 150,000 storage bins with the capacity to accommodate more than 500,000 unique part numbers. This advanced automation solution positions Logistics to support significant future growth while maximizing space utilization.

Quick Facts About the Warehouse

Location: Livermore, California
Purpose: Faster inventory movement and customer delivery support
Facility size: 470,000+ square feet
Automation system: 40,000-square-foot automated storage and retrieval system for more than 500,000 unique part numbers
Robotics: 15 automated robots
Retrieval time: Less than 30 seconds, 12 times faster than current systems
Expected jobs supported by 2027: More than 200

Caution Regarding Forward-Looking Statements

Statements made in this article that are not of historical fact are forward-looking statements and are subject to the safe harbor provisions created by the Private Securities Litigation Reform Act of 1995. In some cases, forward-looking statements can be identified by words such as “can,” “commit,” “expect,” “future,” “grow,” “need,” “plan,” “strategy,” “will,” or variations of these words or other similar expressions. Such forward-looking statements include, but are not limited to, statements concerning: the performance and benefits of our new logistics and supply chain hub, including with respect to our operations, supply chain, and supporting customers; our commitment to investing in the United States; and our ability to support future growth, including with respect to AI-related growth or demand. These statements are not a guarantee of future performance and involve a number of risks, uncertainties, and other factors that could cause our actual results or outcomes, or the timing of our results or outcomes, to differ materially from those expressed or implied in this article. Such risks, uncertainties, and other factors include: we may be unable to achieve anticipated operational, manufacturing, supply chain, procurement, and scale efficiencies, including the anticipated performance or benefits of the new logistics and supply chain hub; trade regulations, export controls, tariffs, trade disputes, and other geopolitical developments may inhibit our operations, supply chain, or ability to support our customers or grow our business; as well as the other risks and uncertainties that are described in the documents filed or furnished by us with the Securities and Exchange Commission, including specifically the Risk Factors described in our most recently filed periodic reports on Form 10-K and Form 10-Q and subsequent filings. You should evaluate all forward-looking statements made in this article in the context of these risks, uncertainties, and other factors. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date hereof and are based on our current beliefs, expectations, and assumptions about future events. Except as required by law, we undertake no obligation to update the information or statements made in this article.