Lam Research Corporation (NASDAQ:LRCX) JPMorgan’s 52nd Global Technology, Media and Communications Conference May 21, 2024 10:50 AM ET Company Participants Doug Bettinger - Chief Financial Officer Conference Call Participants Harlan Sur - JPMorgan Harlan Sur Great. Good morning, and again, welcome to the second day of JPMorgan's 52nd Annual Technology, Media and Communications Conference. My name is Harlan Sur. I'm the semiconductor and semiconductor capital equipment analyst for the firm. Very pleased to h ...

公司财务决策 - 公司宣布了董事会批准的100亿美元的股票回购计划[1] - 公司宣布进行10对1的股票分割[2] 公司财务状况 - 在2023年，Lam团队回购了80%的自由现金流，达到38亿美元[3] - 预计2024年WFE在低中90亿美元，略有增长[4] 行业趋势 - 在2023年，半导体行业收入下降了约8%[5] - NAND投资在2023年年度下降了约75%[6] 未来展望 - 预计2025年将是一个良好的年份，全球对人工智能的兴趣持续增长[7] - 预计2025年第一代全围栅极将带来10亿美元的收入[8] 市场份额和发展 - 公司在发现和逻辑领域的市场份额增长显著，从20%到30%增长到45%到50%以上[9] - 公司在先进封装领域取得了显著进展，每增加10万片晶圆，背面功率带来10亿美元的增量机会[10] - 公司在高带宽内存领域拥有90%的市场份额，预计今年高级封装收入将达到10亿美元，较去年增长2倍至2.5倍[11] 技术发展 - 公司预计通过干法光刻胶处理技术，未来5年内将实现15亿美元的机会，最终成为10亿美元的业务[12] - 公司在NAND层形成领域拥有领先地位，随着技术迁移至200多层，公司将受益于更多的技术复杂性[13] 客户支持和运营目标 - 公司继续扩大客户支持业务，客户支持业务组件包括备件、服务升级和Reliant产品线[14] - 公司的目标是实现33%至34%的运营利润率，尽管目前尚未达到一致的水平，但公司仍在努力提高毛利率[15]

Lam Research (LRCX) reached a significant support level, and could be a good pick for investors from a technical perspective. Recently, LRCX broke through the 50-day moving average, which suggests a short-term bullish trend.The 50-day simple moving average is one of three major moving averages used by traders and analysts to determine support or resistance levels for a wide range of securities. But the 50-day is considered to be more important because it's the first marker of an up or down trend.LRCX has ra ...

FREMONT, Calif., May 21, 2024 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors approved a $10 billion share repurchase authorization and a forward split of its outstanding shares of common stock at a ratio of 10:1."The share repurchase authorization announced today will execute over an indeterminate period of time and is consistent with our plan to return 75% to 100% of free cash flow to stockholders in the form of dividends and share buybacks," said Doug B ...

Milan Markovic Investment Thesis I wrote on Lam Research (NASDAQ:LRCX) in early April, ahead of management reporting the third quarter of FY2024 earning results. The investment thesis I proposed then played out this quarter; I had noted, “I expect Lam to continue to outperform as the industry's wafer fabrication equipment spend, or WFE increases, to keep up with the appetite for advanced tech to keep up with the AI boom.” And this quarter, management revised its 2024 wafer fab equipment market from $85 ...

FREMONT, Calif., May 16, 2024 /PRNewswire/ -- Lam Research Corporation (Nasdaq: LRCX) today announced that its Board of Directors has approved a quarterly dividend of $2.00 per share of common stock. The dividend payment will be made on July 10, 2024, to holders of record on June 18, 2024. Future dividend payments are subject to review and approval by the Board of Directors.About Lam Research:Lam Research Corporation is a global supplier of innovative wafer fabrication equipment and services to the semicond ...

Lam Research (LRCX) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this semiconductor equipment maker have returned -7.7% over the past month versus the Zacks S&P 500 composite's +0.2% change. The Zacks Semiconductor Equipment - Wafer Fabrication industry, to which Lam Research belongs, has lost 6% over this period. Now the key question is: Where could the stock be he ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 0-12933 ___________________________________________________________ LAM RESEARCH CORPORATION (Exact name of registrant as specified ...

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 essent ...

Lam Research Corporation March quarter 2024 financial results ...