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Last year, the U.S. Department of Commerce put SMIC (SMICY), China's largest chip foundry, on the banned entity list, which requires domestic companies to apply for licenses in order to supply to SMIC.License decisions are supposed to come within a month of the application, but Reuters s...
Lam Research Corp (LRCX) Morgan Stanley Technology, Media and Telecom Conference March 01, 2021, 11:45 ET Company Participants Douglas Bettinger - EVP, CFO & CAO Conference Call Participants Joseph Moore - Morgan Stanley Presentation Joseph Moore Good morning, everyone. It's Joe Moore. I'...
When influential investors make decisions to buy and sell securities, they normally want to keep it quiet. However, if we pay close attention we can see what is going on, and make good decisions.. The Lam Research (NASDAQ: LRCX) report below can help you understand how to do this....
Investors waiting for a "crash" before investing more are finally getting the action they were waiting for. Many fast-growing tech company stocks are down by double-digit percentages in recent weeks after reporting fourth-quarter 2020 earnings. Tech's run is far from over, though, as the ec...
The Biden administration reportedly intends to go forward with a rule allowing the Commerce Department to ban technology-related business that could pose national security risk.WSJ sources say the administration is worried that blocking or editing the rule would attract criticism about taking...
The combination of a chip shortage and expected strength in tech spending in 2021 is drawing interest in semiconductor stocks. Patrick Ryan identifies 3 buy-rated semiconductor stocks investors should consider buying. When it come...
Jeremy Grantham’s 13F portfolio value increased from $14.05B to $16.28B this quarter. GMO Capital increased Wells Fargo, Salesforce.com, and Adobe Systems while dropping Philip Morris and Starbucks. The largest three individual stock positions are Microsoft Corporation, App...
RBC (Outperform) raises Applied Materials' (AMAT) price target from $95 to $140, praising the solid beat and raise and highlighting the company guiding wafer front-end market above a $70B value, setting up a potential "super cycle" for semiconductor equipment players.KeyBanc (Overwe...
Semiconductor equipment company Applied Materials (AMAT) reports fiscal Q1 results with record quarterly revenue of $5.16B, up 24% on the year, and record non-GAAP EPS of $1.39, up 42%. The results both beat consensus estimates.AMAT shares are up nearly 1% after hours. Peers Lam Res...
Our job as investors is to pay attention to the stocks we own. Part of that involves looking at the fundamentals, but half of the disclosure comes from looking at price action. The Lam Research (NASDAQ: LRCX) data table below can help you with price action, and we have more detail...
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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...