Have you looked into how Lam Research (LRCX) performed internationally during the quarter ending March 2024? Considering the widespread global presence of this semiconductor equipment maker, examining the trends in international revenues is essential for assessing its financial resilience and prospects for growth. The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success and growth path. It has become essen ...

Lam Research Corporation March quarter 2024 financial results ...

Lam Research Corporation财报分析 - Lam Research Corporation (LRCX)在2024财年第三季度实现了每股非通用会计净收益7.79美元，超出了Zacks Consensus Estimate 7.3%[1] - 公司第三季度营收为37.9亿美元，超出了Zacks Consensus Estimate 3.7亿美元，但同比下降了2%[2] - Lam Research的系统收入为23.9亿美元（总收入的63%），较去年同期下降了6.2%[3] - 在客户支持业务组中，报告季度的收入为13.9亿美元（37%），较去年同期下降了13.4%[4]

财务数据和关键指标变化 - 公司2024年3月季度营收为37.9亿美元,较上一季度基本持平 [18] - 公司2024年3月季度毛利率为48.7%,高于上一季度的47.6% [21] - 公司2024年3月季度经营利润率为30.3%,与上一季度30%持平 [21] - 公司2024年3月季度每股非GAAP收益为7.79美元,接近引导区间上限 [22] 各条业务线数据和关键指标变化 - 存储器业务占系统收入的44%,较上季度48%有所下降,其中DRAM占23%,NAND占21% [19][20] - 晶圆代工业务占系统收入的44%,较上季度38%有所上升 [20] - 逻辑和其他业务占系统收入的12%,较上季度14%有所下降 [20] 各个市场数据和关键指标变化 - 中国市场占公司收入的42%,为去年中期以来的最高水平,主要来自本土客户 [64][65] - 公司预计中国市场收入在下半年将有所下降 [49][50] 公司战略和发展方向及行业竞争 - 公司正在加大研发投入,以加快技术创新,保持在先进制程、先进封装等领域的领先地位 [21][25] - 公司在高纵横比蚀刻、3D DRAM等领域保持强势地位,并不断提升在先进逻辑制程如栅极全围等领域的市场份额 [28][29][68][69] - 公司看好AI驱动的存储需求增长,正在加大在NAND和DRAM先进制程的投入 [9][10][11][13][14] 管理层对经营环境和未来前景的评论 - 管理层认为DRAM市场保持强劲,中国国内投资持续 [5] - 管理层预计NAND设备投资在2024年将实现同比增长,并看好2025年NAND市场的复苏 [5][62][77] - 管理层对AI、本地化芯片制造等行业长期驱动力保持乐观,认为将为公司带来持续增长机会 [6][16][25] 问答环节重要的提问和回答 问题1 **Krish Sankar 提问** 公司在NAND高纵横比蚀刻领域的市场份额情况如何,是否受到竞争对手产品的冲击 [28] **Timothy Archer 回答** 公司在NAND高纵横比蚀刻领域拥有接近1000台安装基础,在客户生产决策中一直保持领先地位 [29][30] 问题2 **Timothy Arcuri 提问** 公司对中国市场的预期是否受到潜在的出口管制政策变化的影响 [34][35] **Timothy Archer 回答** 公司无法预测贸易政策的变化,但会继续密切关注并做好应对准备 [35][36] 问题3 **Harlan Sur 提问** 公司在先进封装领域的机会有多大,未来几年的收入规模目标如何 [42][43][44] **Timothy Archer 回答** 公司在先进封装领域的收入今年将超过10亿美元,是一个重要里程碑,未来几年仍有很大增长空间 [43][44]

Lam Research (LRCX) came out with quarterly earnings of $7.79 per share, beating the Zacks Consensus Estimate of $7.26 per share. This compares to earnings of $6.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of 7.30%. A quarter ago, it was expected that this semiconductor equipment maker would post earnings of $7.06 per share when it actually produced earnings of $7.52, delivering a surprise of 6.52%. Over the last four qua ...

Exhibit 99.1 FOR IMMEDIATE RELEASE Lam Research Corporation Reports Financial Results for the Quarter Ended March 31, 2024 FREMONT, Calif., April 24, 2024 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended March 31, 2024 (the “March 2024 quarter”). Highlights for the March 2024 quarter were as follows: • Revenue of $3.79 billion. • U.S. GAAP gross margin of 47.5%, U.S. GAAP operating income as a percentage of revenue of 27.9%, and U.S. G ...

After enduring a downturn in 2023, the semiconductor industry has been steadily making a rebound. A period of sluggishness due to various economic challenges and supply-chain disruptions appears to be receding, paving the way for a rebound. This is evident from the monthly data on global semiconductor sales from the Semiconductor Industry Association (“SIA”). On Apr 3, SIA reported that global semiconductor sales increased 16.3% year over year in February 2024 to $46.2 billion. This year-over-year growth tr ...

Lam Research盈利预期 - Lam Research (LRCX) 最近被升级为Zacks Rank 2 (Buy)，这是因为其盈利预期呈现上升趋势[1] - Lam Research的盈利预期持续上升，Zacks评级升级反映了市场对其盈利前景的积极态度，可能会带来股价上涨[4] - Lam Research的盈利预期修订和评级升级基本上意味着公司基础业务的改善，投资者对这一趋势的认可可能推动股价上涨[6] - 过去三个月，分析师一直在提高对Lam Research的盈利预期，Zacks Consensus Estimate增长了4.9%[10] Zacks评级系统 - Zacks评级系统主要依赖于公司盈利前景的变化，通过卖方分析师对当前和未来年度的EPS预测进行跟踪[2] - 机构投资者使用盈利和盈利预测来计算公司股票的公允价值，盈利预期的增减会直接影响股价的变动[5] - Zacks评级系统有效利用盈利预期修订的力量，与盈利预期修订趋势之间存在强烈的相关性[7] - Zacks评级系统将股票分为五组，根据盈利预测的四个因素，Zacks Rank 1 (Strong Buy)的股票自1988年以来平均年回报率为+25%[8] Zacks评级系统和股价表现 - Zacks评级系统保持着对超过4000只股票的'买入'和'卖出'评级的平等比例，只有Zacks覆盖的前5%股票获得'Strong Buy'评级，接下来的15%获得'Buy'评级[11] - Lam Research被升级为Zacks Rank 2，位于Zacks覆盖股票的前20%，暗示股价可能在短期内上涨[13]

Lam Research股价分析 - Lam Research是一家半导体设备制造商，股价在过去一年中上涨了87%[1] - Stifel分析师Brian Chin将Lam Research的12个月价格目标提高至每股1050美元，维持买入推荐，预计股价在未来12个月内有近12%的上涨空间[2] Lam Research在人工智能领域的机会 - 人工智能（AI）相关领域的快速增长使得Lam Research备受关注，公司是制造用于制造存储芯片的设备的关键制造商，这一颀域的需求可能会因为AI技术的高带宽需求而迅速增长[3] Lam Research在高带宽存储器和先进封装领域的机会与挑战 - 分析师认为Lam Research在高带宽存储器（HBM）和先进封装领域有巨大机会，但也面临一些挑战，尤其是中国经济的困境[4] Lam Research在AI技术发展中的角色 - AI技术是当前高动能技术，能够为有效开发或部署该技术的公司提供巨大推动力，Lam Research正是在正确的时间做正确的事情以获得利润[5]

In the latest market close, Lam Research (LRCX) reached $965.04, with a +1.99% movement compared to the previous day. The stock's performance was ahead of the S&P 500's daily gain of 0.03%. At the same time, the Dow added 0.41%, and the tech-heavy Nasdaq gained 0.12%. The semiconductor equipment maker's stock has climbed by 2.26% in the past month, exceeding the Computer and Technology sector's loss of 0.55% and the S&P 500's loss of 0.9%. Investors will be eagerly watching for the performance of Lam Resear ...