Lam Research's (LRCX) shares have lost 22% in the past three months compared with the industry and the broader technology sector's 17.8% and 0.5% declines, respectively. This has left investors questioning whether it is the time to buy the dip. This decline is not an isolated incident but part of a broader market sell-off triggered by macroeconomic challenges that have been taking a toll on the broader technology sector. Apart from LRCX's drop, other semiconductor companies encountered weaknesses. ASML Hold ...

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When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important? Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Lam Research (LRCX) . Lam Research currently has an average brokerage recommendation (ABR) of ...

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Lam Research (LRCX) closed the most recent trading day at $758.47, moving -1.46% from the previous trading session. This move lagged the S&P 500's daily gain of 0.13%. Elsewhere, the Dow gained 0.55%, while the tech-heavy Nasdaq lost 0.52%. Shares of the semiconductor equipment maker witnessed a loss of 11.64% over the previous month, trailing the performance of the Computer and Technology sector with its gain of 1.56% and the S&P 500's gain of 3.67%. Market participants will be closely following the financ ...

H 1 T I I t I t 0 = l 1 l l n a m I Sundry Photography Investment Thesis Lam Research (NASDAQ:LRCX) a leading supplier of wafer-fabrication equipment, is poised to benefit from the ongoing recovery in the memory capex cycle heading into FY2025. Despite a recent pullback in semiconductor stocks due to macro concerns, demand for memory chips remains strong. While LRCX topped both revenue and earnings expectations in its 4Q FY2024 report, the stock is down 30% from its July high. The company had previously exp ...

会议主要讨论的核心内容 2024年WFE市场展望 - 公司预计2024年WFE市场规模将达到中性90亿美元左右,其中领先制程的晶圆厂和逻辑芯片投资强劲[5][6][7] - DRAM投资也较为强劲,主要受益于DDR4向DDR5的转换以及高带宽存储器的需求[6] - NAND投资今年较为疲软,但预计明年将有所好转,因需要进行技术转换[7] - 中国市场今年投资较为集中在前期,下半年有所放缓,但整体仍在增长[39][40][41] 公司重点技术领域 - 栅极全包围(GAA)工艺是公司的重点机会,公司在选择性刻蚀和ALD方面有优势,每新增10万片容量可带来10亿美元的机会[16][17] - 背面供电也是一个重要领域,公司在金属化方面有优势,每新增10万片容量可带来10亿美元的机会[18] - 先进封装是另一个重点,特别是通孔金属化工艺,公司在这方面占据主导地位,今年收入超过10亿美元[36][37] - 干式光刻胶是一项颠覆性技术,公司正在大力投入,预计未来5年内可带来15亿美元的累计收入机会[32][33] 其他关键点 - DRAM和高带宽存储器投资将保持强劲,未来几年内3D DRAM仍处于研发阶段[20][21][22] - NAND行业虽然今明两年投资较弱,但公司在转换年仍能获得较高份额[27][28] - 公司持续加大研发投入,主要针对新兴技术领域,但不会影响公司的财务杠杆[12][13][14] - 中国市场增长虽有放缓,但公司认为中国客户的投资计划长期向好,不会大幅下降[39][40][41] - 公司的客户支持业务(CSBG)占比较高,是公司重要的利润来源[49][50][51][59]

In the latest market close, Lam Research (LRCX) reached $734.31, with a +0.07% movement compared to the previous day. The stock trailed the S&P 500, which registered a daily gain of 1.16%. On the other hand, the Dow registered a gain of 1.2%, and the technology-centric Nasdaq increased by 1.16%. The the stock of semiconductor equipment maker has fallen by 9.17% in the past month, lagging the Computer and Technology sector's gain of 1.08% and the S&P 500's gain of 3.48%. Analysts and investors alike will be ...

Lam Research (LRCX) closed at $764.44 in the latest trading session, marking a -0.17% move from the prior day. The stock trailed the S&P 500, which registered a daily loss of 0.16%. Elsewhere, the Dow gained 0.09%, while the tech-heavy Nasdaq lost 0.3%. The semiconductor equipment maker's stock has dropped by 0.58% in the past month, falling short of the Computer and Technology sector's gain of 1.63% and the S&P 500's gain of 3.64%. Market participants will be closely following the financial results of Lam ...

FREMONT, Calif., Sept. 4, 2024 /PRNewswire/ -- Lam Research Corp. (Nasdaq: LRCX) today announced that Doug Bettinger, Executive Vice President and Chief Financial Officer, will participate in the following upcoming investor event: Goldman Sachs Communacopia & Technology Conference, September 11, 2024, at 8:10 a.m. Pacific Daylight Saving Time (11:10 a.m. Eastern Daylight Saving Time) A live audio webcast of this presentation will be available to the public and can be accessed from the Investors' section of ...