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President Joe Biden plans to sign an executive order in the coming weeks to authorize supply chain reviews for critical goods like semiconductors.White House press secretary Jen Psaki says the administration is "identifying potential chokepoints in the supply chain and actively working alongs...
Here's a follow-up to my first article about Jeremy Grantham's "Epic Bubble" call. This article puts the 70 largest holdings of the Vanguard Growth ETF under the valuation microscope. These 70 stocks have an average Price/Sales 92% greater than historical averages; Price/Book +129...
In 2019, ASML moved to the top of the Wafer Front End ("WFE") rankings over Applied Materials. Applied Materials can move back to the top if it meets its guidance of $3.45 billion for the semiconductor sector in the current quarter. In 2021, large WFE equipment purchases by TSMC a...
Tokyo Electron is positioned for growth from the predictable increase in semiconductor content, driven by expanding applications and new technologies. The company has a strong track record as one of the top three industry leaders. The market is becoming more mature, allowing for more ...
Fisher’s 13F portfolio value increased from $117.8B to $133.5B in Q4 2020. They increased Alphabet and Total SA during the quarter. Fisher has a number of small positions in several ETFs/ETNs. For further details see: Tracking Ken Fisher's Fisher Asset Management ...
KeyBanc (Overweight) raises KLA's (KLAC) price target from $293 to $339, citing the "broad-based" strength with "good performance across most of its segments." The firm sees KLA as well-positioned for long-term semi trends.Cowen (Market Perform) moves from $295 to $32...
I present 30 Quality Dividend Stocks for consideration in February 2021. A modification to the watchlist criteria resulted in 15 new stocks making this month's watchlist. There are 11 potentially undervalued stocks and 3 fairly valued stocks in this month's watchlist. For fu...
Semiconductor equipment company KLA (KLAC) tops fiscal Q2 estimates with 9% year-over-year revenue growth to $1.65B and $3.24 EPS, topping estimates by $0.03.KLA and peer Lam Research (LRCX) are both trading slightly in the red after hours, while Applied Materials (AMAT) is sli...
Semiconductor equipment earning season started with ASML showing mediocre QoQ growth of 5% following 35% in the previous quarter. 2020 was marked by pull-in of equipment into Q3 from China's SMIC preempting sanctions, and TSMC because of Intel's 7nm contract. Revenue growth of all...
Applied Materials is a high quality business with a competitive advantage. Short-term tailwinds could continue to boost share price further. The margin of safety is non-existent at the current valuation despite factoring in growth. For further details see: Why Applied Ma...
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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...