LRCX News and Press, Lam Research Corporation From 02/06/23

Summary Fisher’s 13F portfolio value increased from ~$133B to ~$148B in Q4 2022. They increased Advanced Micro Devices, Lam Research, and Intuit while decreasing Nvidia, Meta Platforms, PayPal Holdings, and Broadcom. The top three positions are Apple, Microsoft, and Amazon. T...

Summary We already knew the memory capex turnaround was a mirage. Now we know it's even worse, as other segments are following memory. And to add insult to injury, current revenues and earnings are being propped up by a one-time effect that's set to disappear soon. In my previ...

In today's video, Jose Najarro, Nick Rossolillo, and Billy Duberstein discuss Lam Research 's (NASDAQ: LRCX) earnings and why this chip equipment manufacturer is susceptible to the current chip downturn. Regardless, there might be some bullish reasons to keep an eye on this stock....

Summary Earnings have begun to come out for Q4, and results in the semi-equipment industry are strong to date. This suggests that share price performance will turn positive moving forward rather than continued declines. Secular trends still support a long-term investment regardless ...

Summary Lam Research may benefit as the semiconductor market starts to see a sign of recovery in the coming months. The company's competitive product and its operations in a high entry barrier market will allow the company to enjoy all the gains coming from a growing semiconductor marke...

Summary Tokyo Electron is a semiconductor equipment manufacturer and the market leader in the EUV Coater/Developer space with a 100% market share. As a Japanese company, it is rather underfollowed. The balance sheet is arguably the strongest in the industry. My DCF-Valuation ind...

Summary Japan's leading semiconductor equipment company Tokyo Electron Ltd. is in the crosshairs of U.S. sanctions. The U.S. is pressuring Japan and The Netherlands to agree to sanctions that have impacted U.S. companies, but negotiations continue. If Japan doesn't agree with the U....

Lam Research ( NASDAQ: LRCX ) announces workforce reduction to better align cost structure with its outlook for the current economic environment and future business opportunities. The company expects the restructuring plan to entail a workforce reduction of ~1,300 employee positio...

Image source: The Motley Fool. Lam Research (NASDAQ: LRCX) Q4 2022 Earnings Call Jan 25, 2023 , 5:00 p.m. ET Operator Continue reading For further details see: Lam Research (LRCX) Q4 2022 Earnings Call Transcript

The following slide deck was published by Lam Research Corporation in conjunction with their 2023 Q2 earnings call. For further details see: Lam Research Corporation 2023 Q2 - Results - Earnings Call Presentation