Lam Research Opens 470,000 SQFT Livermore Logistics Hub, Its Largest U.S. Warehouse
Why this matters
Industrial has moved into a normalization phase after the 2020-2023 frenzy. Vacancies are up modestly, sublease space remains a watch item in the big-box logistics segment, and rent growth has shifted from double-digit to mid-single-digit. The long-term tailwinds — nearshoring, e-commerce penetration, infill scarcity — remain intact. Institutional capital is calibrating between core income and value-add basis plays as the cycle matures.
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On the RET wire
- Disclosed industrial deal value tracked in September 2026: $5.3B across 43 reported transactions. All Industrial coverage →
Computed from Real Estate Trail’s own tracked coverage
Lam Research's 10-acre, single-roof hub will serve its nearby Livermore factory and Fremont labs, adds more than 200 jobs by 2027, and opens as Tri-Valley industrial vacancy falls to 10.3 percent. Lam Research has ope…
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