LRCX News and Press, Lam Research Corporation From 04/18/24

2024-04-18 15:46:46 ET Summary 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...

2024-04-18 04:20:00 ET The stock of semiconductor equipment maker Lam Research (NASDAQ: LRCX) has done very well of late (it's up 87% over the past year), yet one pundit tracking the company believes it can go even higher. In his view, the stock is well positioned to break through t...

2024-04-17 15:05:27 ET Wednesday is turning into a bad day to own semiconductor stocks -- and China is the reason. Late last night, the South China Morning Post reported that semiconductor chip output in the Middle Kingdom surged 40% in the first quarter -- more than twice as fast a...

2024-04-17 07:00:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. U.S. equities continue...

2024-04-16 13:14:46 ET Summary A monthly article series provides industry metrics in information technology. This sector is overvalued by 32% regarding my metrics, but 2 industries are close to their valuation baseline. Fast facts on QTEC, a lesser-known technology ETF. 7 ...

2024-04-15 07:23:43 ET More on Advanced Micro Devices AMD: RISC-V Is A Bogeyman AMD: Momentum Reversal Is Most Intense Since January 2022 Sell Signal AMD's $275 Technical Trajectory In 2024 Intel, AMD lead chips lower on China worries; investors await earning...

2024-04-14 02:49:11 ET Summary Lam Research is a market leader in the semiconductor industry, providing essential wafer fabrication capital equipment. Even with semiconductor cyclical fluctuations, Lam Research has performed like a secular growth stalwart, with an EPS CAGR of 28% ...

2024-04-12 15:13:10 ET More on AMD, ASML, Intel and more Intel Vs. TSMC: 'Defense' Buy Of The Decade Intel: Foundry In America Matters AMD: RISC-V Is A Bogeyman China instructs telecom carriers to phase out foreign chips in setback for Intel, AMD : WSJ ...

2024-04-12 09:15:00 ET Summary ClearBridge is a leading global asset manager committed to active management. Research-based stock selection guides our investment approach, with our strategies reflecting the highest-conviction ideas of our portfolio managers. A factor-driven market...

2024-04-11 09:32:54 ET More on AMAT, KLA and LRCX Lam Research: A Favorite In The Semis - Initiating With A Buy Applied Materials Long-Term Opportunities Vs. Risks: Hold Rating Explained Added Applied Materials To Our Model Portfolio (Technical Analysis) Appl...