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Applied Materials (AMAT), Lam Research (LRCX), and KLA (KLAC) all hit new 52-week highs last week. The three U.S.-based semiconductor equipment giants have a tendency to move in unison, but there are some exposure differences that can determine which stock will move the most.Revenue...
Semiconductor equipment stocks Applied Materials (AMAT), ASML (ASML) , KLA (KLAC), and Lam Research (LRCX) all hit new 52-week highs this week and closed the period up 10.7%, 2.6%, 4.5%, and 4.6%, respectively.The company's benefited from dueling stories this week from foundry rival...
Warren Buffet is considered one of the greatest investors of all time. While he doesn't invest in a lot of technology companies, David Cohne applied a Buffet "inspired" filter to "Strong Buy" rated tech stocks, which resulted in Accenture plc (ACN), Lam Research Corporation (LRCX), and Texas ...
The memory chip industry should recover from a two-year period of excessive supply and inventory overhang. DRAM capex will grow 15%, and NAND capex will grow 10% in 2021. Investors need to consider semi caps on their exposure to memory, capex plans, and customers in playing the me...
RBC (Outperform) raises its Applied Materials (AMAT) price target from $75 to $82, citing the "solid beat and raise" and expecting to see "the firm gain market share and beat consensus expectation for FY21" due to ramping DRAM production.Cowen (Outperform) lifts its PT by ...
The COVID-19 pandemic has underscored the rapidly growing reliance of individuals and businesses on digital technologies and business models. Trends like work-from-home and the accelerated shift towards e-commerce business models drive cloud providers to spend more on semiconductors i...
Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...
Technology stocks were already big winners of the pandemic, but the election results have given a further boost to their momentum. Microsoft (MSFT), UBER (UBER), and LAM Research (LRCX) should continue to soar based on their fundamentals and a favorable backdrop. Other than witnessing a c...
"The U.S.’s relationship with China can’t get worse," says Piper Sandler analyst Harsh Kumar. A Biden administration would work to "repair the broken relationship," a tailwind for the semiconductor industry "given the growing end-market demand for chips, along with the sign...
SOXX provides exposure to predominantly U.S-based semiconductor companies. Market outlook is mixed but taking into consideration evolution of the industry to cater for 5G and AI requirements, an investment with a longer-term view makes sense. Compared to other ETFs in its category...
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2024-08-01 00:00:22 ET Image source: The Motley Fool. Lam Research (NASDAQ: LRCX) Q2 2024 Earnings Call Jul 31, 2024 , 5:00 p.m. ET Operator Continue reading For further details see: Lam Research (LRCX) Q2 2024 Earnings Call Transcript
Lam Research Introduces Lam Cryo™ 3.0 Cryogenic Etch Technology to Accelerate Scaling of 3D NAND for the AI Era Production-proven innovation addresses critical manufacturing challenges as memory makers target 1,000-layer 3D NAND by decade end PR Newswire FREMONT, ...
Lam Research Corporation Reports Financial Results for the Quarter Ended June 30, 2024 PR Newswire FREMONT, Calif. , July 31, 2024 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter en...