LRCX News and Press, Lam Research Corporation From 02/14/23

Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may be worth your time for further...

Summary Three companies have been removed from my watchlist and added to the active portfolio. I added four new companies to my watchlist. I list the companies I'm most closely following over the next few months. While I have typically done my watchlist article bi-monthly,...

Lam Research ( NASDAQ: LRCX ) declares $1.725/share quarterly dividend , in line with previous. Forward yield 1.34% Payable April 5; for shareholders of record March 15; ex-div March 14. See LRCX Dividend Scorecard, Yield Chart, & Dividend Growth. For fur...

Lam Research Appoints Semiconductor Engineering Leader Dr. Ho Kyu Kang to Board of Directors PR Newswire FREMONT, Calif. , Feb. 9, 2023 /PRNewswire/ -- Lam Research Corp. (NASDAQ: LRCX) today announced that Dr. Ho Kyu Kang has joined its board of directors, e...

Summary Applied Materials was vague about guidance in the last earnings call as competitors provided dour assessments for 2023. Ideally, we will learn the impact of capex cuts by memory suppliers on Applied Materials Semiconductor Services segment in its latest call. Ideally, Applie...

Semiconductors are the building blocks for much of the technology that so many sectors of the economy rely on, and semiconductor importance is only growing as industries across the whole economy incorporate an increasing number of chips into their operations to make them more efficient. Because o...

Summary The market expects a quick H1 2023 bottom to the semiconductor pain. This isn't irrational. The dynamics of a destocking process can allow for such a sharp outcome. However, even a return to growth for semiconductors doesn't guarantee any growth for Applied Materials. ...

Summary After seeing the total market cap for the Russell 1,000 fall by $10.9 trillion in 2022, we’ve seen a rebound of $2.9 trillion in market cap so far in 2023. Consumer Discretionary’s market cap has risen by $701 billion, followed by Communication Services at $516.9 b...

Summary ASML is a leading wafer fab equipment player with a monopoly in EUV lithography systems, which are necessary for making the world's most advanced chips. The US-Netherlands-Japan alliance's chip export restrictions to China threaten to impede its immediate growth prospects. D...

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...