Lam Research Aktie News

Lam Research is the exclusive supplier of TSV etching equipment for HBM products, which are experiencing significant growth in demand. Samsung Electronics and SK Hynix are expanding their manufacturing capacities for HBM products, indicating a strong market potential. Lam Research is well-positioned to benefit from the growth in HBM products and is expected to experience strong revenue growth i...

That price would mean a new all-time high for the semiconductor equipment manufacturer. Almost needless to say, the prognosticator's recommendation on the shares is a buy.

Sales and earnings for semiconductor manufacturing equipment maker ASML tumbled in Q1. The South China Morning Post reveals why: China is ready to build its own semiconductor chips now.

Jamie Dimon, the CEO of JPMorgan Chase (NYSE: JPM ), made headlines not long ago when he said that artificial intelligence (AI) could be as transformative as electricity or the internet. Dimon's comments underscore the high hopes and big aspirations that Wall Street has for AI stocks.

Lam Research is a market leader in the semiconductor industry, providing essential wafer fabrication capital equipment.

ASML is the world's only supplier of top-tier lithography systems. Lam Research is a top producer of wafer fabrication equipment.

Lam Research's position in the semi-cap during a memory rebound cycle should support outperformance in 2024, in my opinion. Memory makes up a noteworthy portion of Lam's total revenue, at 48% in its December quarter. Lam's stock has already outperformed the S&P 500 in the first quarter, up around 30%.

FREMONT, Calif. , April 3, 2024 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, April 24, 2024, beginning at 2:00 p.m.