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The COVID-19 outbreak made 2020 an unusual year for the typically cyclical semiconductor industry. The normally healthy Q2 growth was sidelined by the pandemic uncertainties, which tightened spending and slowed production. Q3 bounced back as semi companies responded to the demand surge tied t...
A weekly summary of dividend activity for Dividend Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates. Companies with upcoming pay dates. For further details see: Dividend Challenger Highlights: Week Of January 3
Chipmakers Western Digital ([[WDC]], +11.5%) and Micron ([[MU]], +4.4%) are topping the S&P 500 gainers list.Samsung Electronics and SK Hynix won't raise capital spending on DRAM in 2021, Bloomberg says, citing an unsourced report from MoneyToday.Samsung's capex in DRAM will be ...
Lam Research is a leader in the semiconductor equipment market with strong capabilities in deposition and etch processes with large exposure to the cyclical memory market. Key customers are planning to increase capex in 2021 which bodes well for the company, along with its partnership...
Mizuho Securities sees a number of tailwinds for the semiconductor industry heading into 2021, including the ongoing rebound for the auto, industrial, handset, and memory end markets.Analyst Vijay Rakesh thinks H1 2021 will present "strong y/y momentum and tailwinds from a supportive fundamen...
2020 was a dumpster fire of a year, in more ways than one. I review the pivotal arguments and points I made on Seeking Alpha in 2020. I also give an all-too-rare review of my overarching investment philosophy and goal: achieving financial freedom through passive income. Lastly, I ...
Business bottomed early this year, but the stock is extremely undervalued at 5x last cycle's peak earnings. EV manufacturing tool business is growing rapidly. Tesla is the primary customer, but they are adding more. Leading provider of chillers used in THC and CBD extraction for t...
Jeremy Grantham’s 13F portfolio value increased from $13.47B to $14.05B this quarter. GMO Capital increased Coca-Cola and Lam Research while decreasing Apple, Alibaba Group Holdings, and Honeywell International. The largest three individual stock positions are Microsoft Cor...
Chinese chip giant SMIC (SMICY) is seeking talks with Dutch semiconductor equipment company ASML (ASML) for EUV lithography equipment, according to Digitimes sources.SMIC has reportedly struggled to obtain the equipment from ASML, which isn't legally bound by the U.S. supplier ban o...
With shares up nearly 60% in the past six months, Deutsche Bank downgrades Lam Research (LRCX) from Buy to Hold but raises the price target by $100 to $500.Analyst Sidney Ho sees "a number of risk factors," including the potential for muted NAND chip capex in 2021 and short-term sup...
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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...