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Lam Research
Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
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Latest headlines
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Why Analysts See More Upside for Lam Research (LRCX)
With a forward P/E of 48.39, Lam Research Corporation (NASDAQ:LRCX) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 9, UBS raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $375 from $310 while maintaining a Buy rating on the shares. The upward revision reflects the firm’s increasing confidence in the company’s growth outlook […]
Cantor Fitzgerald Lifts PT on Lam Research Corporation (LRCX)Lam Research Corporation (NASDAQ:LRCX) is one of the best AI memory stocks to buy in 2026. Cantor Fitzgerald lifted the price target on Lam Research Corporation (NASDAQ:LRCX) to $425 from $320 on June 10 and maintained an Overweight rating on the shares, telling investors in a research note that the firm believes the semi equipment […]
Lam Research (LRCX) Is Up 6.1% After AI-Fueled Beat And Raised Chip-Equipment OutlookIn recent weeks, Lam Research reported quarterly revenue growth of 24% year over year with earnings surpassing guidance, raised its outlook for wafer fabrication equipment demand, and highlighted strong AI-driven orders alongside growing U.S. onshore manufacturing partnerships. At the same time, institutional investors have been accumulating shares even as some insiders sell and valuation concerns and China export risks temper the otherwise upbeat AI and semiconductor equipment...
AI Push Sends Lam Research Shares to All-Time HighsLam Research Corporation (LRCX) is up over 321% in a year as institutions buy big.
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US Tells ASML It’s Concerned China May Have Top Chip Tool(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranUS-Iran Nuclear Talks Stall Over Lebanon Before They Beg
Why it could benefit going forward
- Lam is a critical supplier for etch and deposition steps used in advanced memory and logic manufacturing.
- AI-driven HBM and DRAM demand can increase wafer starts and process complexity.
- More complex chip structures tend to raise etch and deposition intensity.
Moat / edge
- Strong position in memory process equipment.
- Large installed base and recurring service revenue.
- Technical depth in high-aspect-ratio etch and deposition.
What to watch
- Memory capex recovery.
- China exposure and export-rule changes.
- Advanced packaging and gate-all-around opportunities.
Key risks
- Memory spending is highly cyclical.
- Policy restrictions can interrupt demand in important markets.
Business snapshot
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for dielectric etch applications; Vantex, a dielectric etch system that provides RF technology and repeatable wafer-to-wafer performance enabled by Equipment Intelligence solutions; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. In addition, the company offers Coronus bevel clean products to enhance die yield; and Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications. Further, it provides Reliant deposition, etch, and clean products; and Sense.i platform products, as well as customer service, spares, and upgrades. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.